While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

• Retirement Planning  
• Distribution Planning
• Investment Planning
• Portfolio Risk Planning
• Tax Efficiency via Investments
• Long-Term Care Solutions
• Life Insurance 
• Education Planning
• Fee-based Asset Management
• Social Security Analysis