Philosophy
I help individuals, families, and small businesses to increase their level of financial organization, minimize risk in their financial world, and develop strategies to manage their responsibilities and help them achieve their goals.
Utilizing time tested financial strategies, as well as state of the art technology tools, I work with my clients to develop courses of action that equip them for the challenges they face in their personal and/or business finances. Together we work to help increase the effectiveness of their current outlays, protect their wealth and financial progress from eroding factors, grow their wealth to meet their goals, and put together an overall plan that allows them both control and flexibility.
I keep the following tenets at the core of my practice: every client deserves a world class level of service, risk can rarely be eliminated - but it can be minimized, never undo good work that has already been done, and strategies should have minimal or no impact on the everyday lifestyle of my clients.
If someone is ready to take action we can meet, talk, share our respective stories, and make only one determination in that first meeting: does it make sense for us to meet again, yes or no, and both are o.k. answers.
Specialties
Helping to Maximizing & preserving wealth potential, adding a higher level of financial organization, decreasing finanical "noise" and confusion, helping people and businesses achieve their goals.
Products and Services
Financial Services
Fixed Annuities
Life Insurance
Business Planning
Education Funding
Long Term Care Insurance
Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. CA insurance license #0H86952. |