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How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Asset Management 

The Asset Management Services are the programs in which your investments are housed. Investments are the means by which we pay for the needs, wants, and wishes in your financial plan. Your individual investment program may contain stocks, bonds, exchange traded funds (ETFs), mutual funds, certificates of deposit (CDs), and separately managed accounts.  

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Financial Planning 

Financial planning is the lifeblood of any successful investment program. Without a plan or road map, an investment program, no matter how well constructed, is likely to fail. I believe that financial planning is more than a collection of investment, bank, and insurance accounts. I believe a well crafted and coherent financial plan makes all the difference in the world. I offer several planning solutions, from introductory to in-depth, to set you on the right path.

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Insurance is offered as part of a well rounded financial plan. I believe that we insure against what can go wrong in order to afford the luxury of investing for what can go right. An illness, disability, or death can derail even the best designed investment portfolio or financial planning regime. We offer life, disability, and long term care insurance policies to protect your financial needs, wants, and wishes.

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For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.  |  630-577-4407