Financial Planning

Would you benefit from having professional advice when it comes to planning your financial future? I work as your partner to help you understand your options and help you build and protect your assets.

As a Certified Financial Planner™ Professional (CFP®), I help you:

  • Assess your current financial situation.
  • Create a realistic plan to meet your financial goals.
  • Understand how to meet your financial and retirement goals.
  • Put your financial plan into action and monitor your progress.
  • Update your financial plan to grow with your changing needs and goals.

If you have any of these questions or concerns, you will benefit from a consultation:

  • Confusion about conflicting financial advice and options.
  • Paying too much income tax.
  • Not saving enough for retirement.
  • Not sure where to invest money.
  • Changes in life that affect your financial future, such as a career change, marriage, retirement,
    loss of a spouse, birth of a child, etc.
  • Not enough time to attend to personal financial affairs.

I am a Certified Financial Planner™ Professional (CFP®) with a broad background in finance. I help guide people through some important life decisions. I can help you manage the risk involved in making decisions that can paralyze some of us, such as:

  • What kind of retirement plan do I need?
  • Am I paying too much in taxes?
  • How can I save money for retirement – tax free?
  • How much life insurance do I need?
  • How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?
  • Can we afford college tuition for our children – and how do we save for this, knowing how much tuition is spiraling?

I can also help you evaluate different life insurance plans and help you determine which policy or product is best going to serve your own unique needs and budget.