As an independent advisor, my practice is focused on comprehensive financial planning with an emphasis on protecting assets from downside risks. My clients include retirees, baby boomers and business owners. I specialize in helping protect the “conservative” portion of your assets — that portion that you simply cannot afford to lose. I offer a number of options, including guaranteed annuities, to help safeguard your hard-earned money. I endeavor to know and understand your unique financial situation and to provide you with the absolute highest quality of information, services and products to help you reach your goals.
I take a personal approach to financial planning, offering a high level of service paired with years of experience, comprehensive resources and support, objective advice and in-depth knowledge. I am passionately committed to service. Through my dedication to service, I create value for my clients and community. The result is unique financial and retirement solutions that cater to your individual needs, goals and vision.
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