“I help you define and seek to achieve your highest financial goals!”
INTRODUCTION
For nearly 20 years, I’ve helped my clients create & enjoy a well-planned retirement.
I’ve spent nearly two decades assisting people in creating and enjoying a well-planned retirement. I work with retirees and those approaching retirement. And, while my clients come from diverse backgrounds, one thing they all have in common is the realization that “it’s time to get serious.” I help you:
1. Create a steady, secure source of retirement income.
2. Protect and develop your assets through prudent management, allowing you to enjoy your money.
3. Reduce or defer taxes.
4. Protect your investments against a sharp market decline.
5. Create an understandable financial strategy that enables us to plan for the expected and prepare for the unexpected.
6. And secure your wealth by collaborating with your attorney and/or CPA to safeguard against what I refer to as “the 5-ds”: death, disability, divorce, disenchantment (burnout), and dementia.
FOCUS AREAS:
- Financial Planning
- Asset Management
- Asset Protection
- Protect Against What I Call, “The 5-Ds’: Death, Disability, Divorce, Disenchantment (Burnout), Dementia
RECOGNITIONS:
REVIEWS:
Client reviews are based on unique experiences from current clients and are not representative of all client experiences. We reached out to clients via email requesting voluntary feedback. Clients were not provided any compensation for their review. Past performance is no guarantee of future results.
InvestmentNews 5-Star Financial Planners 2025 was published on April 14, 2025, and was based on 300 nominations received between November 18 and December 13 of 2024. The InvestmentNews team conducted an evaluation of each entry, assessing the detailed information provided and also benchmarking against other submissions to determine the 65 winners. No fee was paid for participation. The nominations for financial professionals sought to find those who exemplified excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations also required confirmation from the nominee’s compliance team to ensure authenticity and adherence to ethical standards. Being listed as a 5-Star Financial Planner is not indicative of future performance, and there is no guarantee of future success. For additional information visit https://www.investmentnews.com.
*FPA/Money Best Financial Planners 2024 – The list of Best Financial Planners was published September 19, 2024, based on data collected from as of July 17, 2024, in a questionnaire that was made available exclusively to all CFP® professional members of Financial Planning Association (FPA) in good standing. The data was tabulated by Money. While FPA members pay an annual membership fee to the FPA, payment of this fee and completion of the questionnaire did not guarantee or influence the probability of appearing on the list. No fee was paid to Money for participation. The list of Best Financial Planners is a collaborative effort of the FPA and Money intended to highlight financial planning professionals independently determined to possess the baseline skills, experience, and expertise most valued by clients who seek professional financial planning advice. Various qualitative and quantitative criteria were considered in developing the scoring system, including each participating planner’s education, length of professional experience, level of ongoing training, disciplinary history (or lack thereof) and professional credentials. Approximately 1,006 FPA members responded to the questionnaire. Being selected as a Best Financial Planner should not be construed to be a promise of any investment result or an endorsement by the FPA or Money and is not representative of the experience of any current or former clients. Clients and prospective clients should also consider that participation was limited only to CFP® professional members of FPA in good standing and did not include the entire universe of licensed financial planning professionals. For more information on the methodology used, please visit https://money.com/best-financial-planners/methodology/
