I’ve learned a great deal in the 40 years that I’ve been helping people achieve financial health and wellness. I’ve learned that too many financial advisors rely on ‘canned’ approaches based on preparing ‘after-the-fact’ tax returns and ‘after-the-fact’ financial statements. They focus more on compliance with a government or a financial institution than they do on helping clients achieve the goals they set for themselves. Don’t compromise your financial well-being by settling for that kind of impersonal, one-size-fits-all approach.
I pride myself on providing each and every client with a personalized plan based on an in-depth evaluation of their current situation and their future goals. My extensive training in a wide variety of financial disciplines enables me to evaluate a broad range of solutions and choose the ones that work best for each client. Many of these solutions are not publicized or made readily available to the general public.
Rather than focusing on one area only—a mistake made by too many financial planners—I take a comprehensive view of your situation. I listen to you, gather, review and analyze each and every aspect of your current situation, summarize with you, your goals, needs, and wants that you and your family have created, work together with you and your family to create a plan and an implementation schedule and list of responsible party.
I then use my expertise to develop a plan that will help you achieve your goals, grow your assets safely and securely. I also find money that you may be unnecessarily and unknowingly transfer away. I want your money to work for you and not for Wall Street or the Banks. I help you mitigate the seven everyday risks. Hire me to work for you and use my 41 years of diversified financial experience to save you time, money and worry and secure a brighter future for yourself and your family.