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As your advisor, I will work diligently to be your advocate and help you to execute a solid financial security plan. I strive to maintain the highest level of service excellence to every client who entrusts me with their financial goals. My goal is to work with you and your family for the next 30 years.

I always share with my clients, the planning that you do now can save the life of your future! The first thing that I do when I start with a new client is schedule in-depth strategy sessions that culminate in a sound contingency plan. These sessions take time but they pay off in the long run.

For the past seven years, I have been fortunate to have helped hundreds of people mitigate financial risks that most people don’t even like to think about - like losing a job, becoming incapacitated, or a myriad of other things that could leave them and their families vulnerable and stressed out, running out of money, and with a future that once had seemed bright and beautiful, and now looks dreary and derailed. With a contingency plan in place, you can survive one (or even two or three) catastrophes and still enjoy a financially sound life. Read More…

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