2 Lincoln Place
Dreaming Up an Active Retirement
Saving for College 101
It May Be Time for a Financial Checkup
Retirement is coming for all of us. But what do we do when we get there? How long will our money last? I work with clients to answer these questions.
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
At my firm, we have our clients—and only the client—in mind.
I am a CERTIFIED FINANCIAL PLANNER™ and as such I am required to be a fiduciary and put the needs of the client ahead of my own.
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. By nature, I am conservative when it comes to money, but realize there are times when you need to take more risk, prudently.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.