Financial Planner, Financial Performance Management
As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs.
I am happy to meet with clients either in my office or their homes, whichever is most convenient. Please feel free to call me at any time.
Money management based on your risk tolerance and objectives.
Along with retirement plans, I am an "Income Specialist" - I specialize in converting retirement savings into an income stream with multiple investments to create a consistent, lifetime paycheck for my clients.
My clients include companies, business owners, doctors, UPS pilots & sophisticated individual investors.
I hold a CAS (Certified Annuity Specialist) Designation from the Institute of Business and Finance, along with licenses Series 63, 65 and 7 held through National Planning Corporation.
Click here and here to learn more about what a CAS is.
Income guarantees are based on the claims-paying ability of the issuer.