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Value statement

I have the utmost respect for the assets entrusted to me and recognize that they often represent the financial measure of a client’s lifetime. Committed, passionate and professional, I utilize a team-based approach, offering their individualized areas of expertise to each client while also working seamlessly with a client’s accountants, estate planning attorneys and other outside professionals to maximize resources. Their sole objective is to help create an individualized wealth management plan that provides income in the present and security in the future—for this generation and beyond.

Solutions

To help accomplish your objectives, I offer a wide range of financial solutions:

  • Investment management consulting and advisory/fee-based accounts
  • Fixed income products
  • Tax-free investments, management and planning
  • Retirement plans and 401(k)/IRA rollovers
  • Insurance services

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
 

Contact us today to set up a meeting at (888) 524-7412.

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Latest Insights

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Six wealth planning strategies for turbulent markets

Mar 27, 2020 | RBC Wealth Management

How investors react during these periods of decline is critical to their long-term success.

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Latest Insights

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Fraud prevention: New scams to be aware of and how to protect yourself

Mar 27, 2020 | RBC Wealth Management

The FBI’s Internet Crime Complaint Center received more than 144,000 reports of phishing in 2019. Learn how to protect yourself and your family.

Read more