About Me

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As an independent Financial Planner, I am committed to provide you with a comprehensive financial plan designed to provide you with the highest possibility of achieving your financial goals so you can achieve what is most important to you such as a comfortable retirement, college funding for your children or grandchildren, that vacation of a lifetime, charitable planning or leaving a legacy to your loved ones.

Comprehensive financial planning is more than just managing your money. At a minimum, comprehensive financial planning consists of:

1.     Developing a financial plan that provides a roadmap to take your financial situation from where you are today to where you want to be.

2.     Life and disability insurance planning to ensure that your family is protected in the event of a premature death or disability.

3.     Estate planning utilizing an estate planning attorney who will develop an estate plan to ensure that upon your death, your estate will be distributed to whom you desire, when you desire, and in the manner you desire.

4.     Tax planning to reduce your tax liability by helping make optimum use of permissible allowances, deductions, concessions, exemptions, and exclusions available under the statute.

5.     Investment and asset management to provide advice on how to deploy and accumulate wealth to help achieve your financial goals and enjoy what is important to you.

Independence means that I am not bound or restricted to recommend certain proprietary, or company sponsored products. I have a multitude of financial products and services available to me that I can utilize to fund your financial plan on a completely independent basis to fund your financial planning journey. You can be assured that your interests and needs come first in our relationship.

My affiliation with Money Concepts International provides access to these non-propriety products and services and a technology platform that allows me to be efficient in monitoring your progress toward achieving your financial goals. Ongoing training programs permit me to achieve and retain skills that permit me to provide timely and accurate oversight to your financial planning journey.

My clients are very important to me. My ability to provide comprehensive financial planning services uniquely designed for each client. I strive to provide the same level of service that I utilize to maintain my own personal financial plan for my family.

If you would like to explore the possibility to have your own personal comprehensive financial plan that provides you with confidence to move your financial goal planning from where you are today to where you want to be, so you can enjoy what is important to you, please contact me below to begin your financial journey.

Thank you for your interest in comprehensive financial planning. I look forward to serving your family and you.