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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful."‚Äč - Warren Buffett 

WHAT WE DO FOR YOU

WHAT WE DO FOR YOU

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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CFP ® Certification: The Standard of Excellence

CFP ® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certification is a symbol of an advisor’s knowledge and credibility among his or her peers, and indicates the advisor’s status as a qualified, trustworthy financial planner.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Our Process

Whether you are saving for retirement or just starting to invest, we're here to help you work toward your financial goals.

1. Assess Needs and Goals

First, we want to define your goals. We’ll ask a lot of questions and do even more listening to fully understand your needs and life goals.

2. Organize Financial Data  

Next, we’ll identify and provide the appropriate strategies and tools to help you reach your goals. Relevant information includes risk tolerance, time frame, goals, current savings, current risk management, family dynamics, experience with financial planners, children and their ages, and hobbies.

3. Evaluate Financial Status  

Once we have the necessary data in front of us, we’ll assesses your current situation and determine what steps must be taken to move forward with a financial plan.

4. Develop Proactive Plan  

Once goals and resources have been defined and analyzed, you will have a clearer picture as to whether your plan will take you where you want to go.

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