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How We Work

I offer a full-service independent financial consulting dedicated to helping my clients build wealth and protect their hard-earned assets. I am completely independent, so my loyalty belongs exclusively to you my clients -- not to a parent company.

I offer a wide range of financial products and services to individuals and business owners. I feel the process I use with clients identifies your goals and needs, provides you with the best information, and helps you make sound decisions.

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program.

I serve individuals and businesses in all areas of financial management, including:

* Wealth accumulation: by using of mutual funds, ETF's, stocks, bonds, wealth management platforms, UMA's, and third party money managers.

* Retirement distribution income: by using a variety of products - Fixed, Indexed, and Variable annuities

Estate planning strategies: review and hold you accountable for wills, durable power of attorney, health care directives and trusts. Review beneficiaries, and put together strategies for passing on wealth.

Insurance and Risk strategies: review old policies, educate you on options, and determine your needs for life insurance, disability insurance, and long term care insurance.

* Education funding: review and educate you on the investments options and funding for educational needs for your children and grandchildren.

On-going investment reviews: annual, semi-annual, or three times a year.

* We offer clients a choice of how they want to be served: Fee based, Assets under management, and/or Transactional.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  952-200-4300