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Financial Services

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Personalized Planning

A comprehensive review of your personal and financial circumstances so that I can identify potential problems and opportunities.

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Retirement Planning

Clarify your retirement priorities, calculate your required annual savings for retirement and plan for tax minimization.

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Insurance Broker

Asses life insurance as well as: disability, critical illness, long-term care and find the best policy for you at the lowest cost.

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Investments

I will examine the investments that you currently have to determine whether they are suited to your circumstances.

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Why Choose Me?

I am the person families can trust to help them put all their financial pieces together. By reviewing your personal finances we will establish your goals and then create a plan to reach them. My strategies can save you money, minimize taxes, build and protect your savings. My objectives are simply to help you reach your short and long term, personal and financial goals.

  • A knowledgeable advisor
  • Plans that work as advertised
  • A diversified investment strategy
  • Protect your income, family & assets

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Piecing Together Your Financial Security

Financial Needs Assessment

I will evaluate your current circumstances and identify your goals and objectives through a one-on-one process.

Identify Problems & Opportunities

I look at liabilities, investments, taxation, retirement planning, employee benefits, estate planning or other special needs.

Develop and Present Plan

I will prepare a plan tailored to meet your goals and objectives, values, temperament and risk tolerance.

Monitor the Financial Plan

We will review the progress of the plan periodically and make adjustments required to help you reach your goals.