Money doesn’t come with an instruction manual. I believe my job as a Financial Advisor is to be that living, breathing instruction manual to show clients how the pieces of their financial life fit together so they make informed financial decisions. I believe that provides value to help clients feel more confident about their finances. As a Financial Advisor, I concentrate on helping in the following three areas:
- Provide education to businesses who sponsor retirement plans and information on government guidelines. I analyze what is in place now and how to make it better.
- Create retirement planning strategies for successful professionals to make work optional so they can spend more time with their families and friends.
- Assist business owners with retirement planning strategies so they can focus on growing their business.