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Check the background of this investment professional on FINRA’s BrokerCheck

financial planning

Financial Planning is the art of brining all of the financial components (Retirement, Legacy, Tax Planning) together into one cohesive plan that best utilizes your financial resources to make life more fulfilling.

core services


Retirement planning is a primary component of a holistic financial plan for the next third of life. This includes non-financial goals, travel, more family time, etc. The main benefit of a solid retirement plan is confidence, knowing you're ready for what‘s next.


Legacy planning is the conscious process of deciding if or how you will impact others and be remembered after your life is completed. Legacy planning includes estate planning, which is focused on planning how your assets and wealth will be used to achieve your legacy goals.


The practice of increasing wealth over time by acquiring, maintaining, and trading investments that can grow in value (sometimes referred to as portfolio management). Equally important to your plans for the next third of your life is taking concrete steps to managing your assets. 


A subset of financial planning is the development of tax strategies to minimize your overall taxes. For example, there may be optimal times to make withdrawals from certain types of tax deferred accounts — strategic management allows for optimal tax benefits.

complimentary services

Social Security

Ascertain the considerations that help decide your best strategy for timing and applying for social security benefits.

Long-term care insurance

Define your plan for possible long term care in order to protect your assets.  There are many care options to consider — we’ll help you through the decision process.


Life insurance is one tool in providing your beneficiaries with long-term financial security. 


We provide assistance in discovering your Medicare coverage plans, options, and optimal timing.