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How I Can Help

The Pursuit of Financial Independence

In order to pursue and reach financial objectives, one must have a strategy they can set and monitor over the years, adjusting as the markets shift or situations in life change. However, without the right knowledge of the markets, it can be difficult to create appropriate strategies without the assistance of a financial advisor.

My mission is to assist you in identifying appropriate investment and financial goals, and create strategies designed to help you pursue them. I understand that each client’s needs and goals are unique and, as a result, I am dedicated to creating customized investment strategies that fit the client’s circumstances and can grow with them over the years.

Many people aren’t armed with a plan because they don’t know where to start. From the first meeting, I strive to help clients feel comfortable sharing their goals, concerns, and needs, understanding their current situation and objectives before making any recommendations. Whether a client is concerned with building a portfolio or mitigating taxes, I can offer guidance and answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a sound estate strategy?
  • How can I create a tax-free retirement income?
  • Do I have enough life insurance for my family?
  • What are my fiduciary responsibilities as a retirement plan sponsor?
  • How can I reduce taxes?
  • How can I get the most out of my 401(k) and/or IRAs?

I seek to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance, my goal is to help clients pursue financial independence.