My earliest memories about money are from when I was 8 years old. I learned at a young age that sometimes you have to give up the things you want today, for the things that really matter. I also learned that not having money for the things that really matter leads to a life without peace. So, while money doesn’t lead to happiness, not learning to be its master will lead to it becoming yours.
As an independent financial advisor, I work first and foremost for my clients. I create written plans that enable them to have the right amount of money when they and their families need it most. I help my clients enjoy the good times and come together in the hard times without having to worry in that moment about how they are going to pay for them.
We live in a world where hard work and exceptional job performance is rarely enough to ensure financial success. There are pitfalls all around us that can derail our financial future!
- Premature death
- Volatility in the market
- Outliving our nest egg
- Unstable interest rates
The right financial plan that uses the appropriate blend of savings, insurance, and investments can account for all of these risks and give anyone the best chance of living a prosperous life!
Life Insurance – Disability Insurance – Long-term care – Critical Illness – Retirement Planning – College Funding – Wealth Accumulation –
Wealth Transfer – Tax Minimization – Business Planning – Employee Benefits – Budgeting – Debt Repayment – And more!