Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

My first priority is your overall financial success. I want to learn more about your personal situation, help you 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 as an advisor.

I specialize in two areas: Retirement Income Planning and College Funding strategies. We are all taught to save, save, save for retirement, but few of us have a plan to safely and tax efficiently withdraw those savings over the course of their retirement.  Retirement is lasting longer as our health and fitness awareness has improved over the years.  You need to plan for 30 or more years in retirement. I can help you plan to make the most of those years.

College is getting more expensive each day.  No longer can a student work their way through college. Planning is key to help avoid excessive debt loads on the student and/or the parents. There are also ways of comparing different schools looking at metrics such as Merit Aid given, and percentage of need covered.  I help families navigate the minefield that is paying for college.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.  You can also book a complimentary appointment to discuss your needs.