I provide financial planning services to individuals, families, and small businesses by applying a common sense approach to long-term, objective-oriented investing and financial management. I believe in educating clients and empowering them to make well-informed financial decisions. I provide guidance for investing in mutual funds, annuities, brokerage accounts, and life and long term care insurance.
The initial consultation will introduce you to my background, investing philosophy, and method of compensation. I will also familiarize you with the personalized client reports that we will use during each meeting to comprehensively illustrate your financial world. Then we will review your current position relative to your financial goals. Our meeting will conclude with an itemized action plan relative to your affairs. After your initial meeting, you are invited to schedule periodic “tune up” meetings to adjust for changes in your life and in the markets. Contact my office to schedule a meeting. The initial consultation is $100.
I value your education and your needs. This website is designed to help keep you educated and informed. Please feel free to phone or email your suggestions or comments for improving this website.