As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, my approach is to develop a mutual relationship based upon trust with each client. This begins during initial discussions focused on their personal and financial lifetime goals,including retirement, wealth management, tax strategies, long-term care and estate planning strategies. Importantly, we will discuss potential risks and ways to mitigate them. Having established a plan to help you achieve your goals, we’ll tactically adjust over time for personal lifestyle changes and external unanticipated events, always focused on what is in my client’s best interest.
My objective is to achieve and maintain 100% client satisfaction in my client service.