Do you want a financial plan that fits your life goals and is easy to understand? Watch the video for a preview of the software I use. I have been providing investment advice and financial services for over 30 years to individuals, families, corporate executive and retirees. I have used a variety of software and finally have software that works well for clients.
Also, I have been a CFP® or CERTIFIED FINANCIAL PLANNER™ Professional for almost 30 years. The CFP® designation is the most widely recognized designation, attained by only 83,000 individuals or 20% of all the financial advisors in the financial services industry. CFP®s must meet education, examination, experience and ethics requirements. A CFP® focuses on your entire financial life, not just your investments or insurance needs.
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I help clients provide for the things that matter-an independent retirement, knowing where you stand financially, looking at the big picture, providing for a child's education, providing for your family in the event of death or disability and using investments that meet with your risk tolerance or can provide downside protection. My objective is to help my clients be smart about money.
To accomplish the above, most client's need a plan which starts with defining or setting goals, gathering data, analyzing data then formulating a real life plan that is monitored and updated periodically or as needed.
My priority is helping you take care of yourself and your family. Generally, you can't do it alone. You need trusted advisors to help you navigate the everchanging roadmap of life.
My site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. But, the process begins with a call. Find out if you're on track financially and how to be smarter about money.
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Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.