It is an absolute honor to be in the financial planning profession. My clients put their trust in me to help them make good financial decisions, avoid costly mistakes, and make complicated financial matters a little easier to understand and handle.
I primarily work with individuals, families, and businesses in and around the Atlanta area, but based on licenses and registrations I hold, I may also conduct business in several other states. My team and I use a comprehensive approach to financial planning, so we do not have account minimums like many practices that may provide only transactional investment services. If you have been looking for a team that you can have a long-term financial planning relationship with, give us the opportunity to share our story with you.
Though I can help with much more, I specialize in these three primary areas of focus:
• Individual financial planning
• Retirement plans review and analysis (401k, 403b, etc.)
• Executive compensation and benefit strategies and business retirement plans
At Ameriprise, we use a six-step financial planning process. Although the process is the same with everyone, the strategies and advice are customized and personalized to every client’s needs and goals.
We can also coordinate with our client’s other financial professionals such as CPAs, attorneys, and independent insurance agents to help ensure that our client’s plans are comprehensive and up to date.