How I Work

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. I help clients accumulate assets to enjoy in retirement. I also help clients protect those assets during the accumulation phase. Lastly, I help clients develop permanent income strategies to enjoy their retirement years.

If you are retired – or approaching retirement – I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well-being. Take a look below at the many services that I offer.