The Firm

My business is a full-service financial firm committed to helping clients build wealth, protect their hard-earned assets and plan for retirement. The firm is completely independent*(see KMS disclosure at the bottom of this page), so loyalty belongs exclusively to my clients - not to a parent company. Custom portfolios are designed and created to offer a wide range of financial products and services to individuals and business owners. The intent is to address each clients' unique needs and objectives by creating a diversified, cost-effective retirement and investment plan to pursue their goals.

Today's investment climate offers unprecedented challenges. I work with clients to take advantage of those opportunities with a comprehensive financial strategy that consists of: 

1. A detailed analysis of your current financial position including assets, liabilities, income and expenses to develop a clear picture of your current financial situation. 

2. Determination of a risk tolerance you are comfortable with and prioritizing your financial and lifestyle goals.

3. Designing a financial strategy and diversified investment and retirement plan that considers the full range of your current needs with the flexibility to be modified for life changes as they arrive.

4. Implementing the strategy with broadly diversified investments. 

5. Ongoing monitoring and review of your plan, strategy and objectives. 

6. Making any needed revisions to keep your plan on track.

For help with your financial management, a second opinion on your current portfolio or for more information about the firm and the range of financial products and services provided, please contact me for a free consultation. I look forward to talking with you.

 

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