Helping people through financial transitions
For over 24 years I have dedicated my career to assisting my clients in planning for financial independence. If you were to ask me how my financial advisory practice is different, or where my area of specialization lies, it is that I specialize in working with clients who are going through financial transitions. From planning for or transitioning into retirement, a job or career change, preparing financially for a college education, or selling the family business, to helping clients who are divorced or widowed, my specialty lies in helping clients who are facing a new and often uncertain financial future. By assisting my clients with a well thought out plan, I can help them address the often complex and confusing issues surrounding investments, insurance, retirement, estate, and divorce planning.
I am currently accepting new clients, and would welcome the opportunity to speak with you. So, if you or someone close might be facing a financial transition in their life and are in need of a caring and knowledgeable professional advisor to help them navigate an uncertain future, please reach out to me. There is no fee for an introductory consultation with me and everything we discuss is strictly confidential.
