Strategic Planning That Makes Sense & Puts Your Worries to Rest

As a Financial Adviser, I help you plan for an uncertain future. Financial planning for many people can seem overwhelming. There are a large number of options depending on where you are in your life.  Just trying to figure out where to start can leave people feeling overwhelmed. This can lead to costly delays in planning for your future.  That's where I come in. My goal is to take the stress out of the process of financial planning for all of my clients.

 

Areas of Expertise

Helping the “lifelong saver”, who is ready to toss out their work shoes but is unsure they have enough to live a comfortable retirement.

Working with Widows who seek “a soundboard & ongoing financial guidance” as they re-evaluate their financial future.

Assisting those who received a “settlement or inheritance” who seek well-thought-out financial advice.

Guiding “high-achieving professionals”, who value their personal time, and want to work with someone they trust to ensure their financial future is on track. 

 

Core Values 

Dependability - We pride ourselves in providing quality, reliable solutions. We also maintain contact and respond quickly when clients need us. 

Objectivity - We provide insight to help you avoid emotionally driven financial decisions.

Organization - We bring order to your financial life so that you can focus on what matters.

Accountability - We help you follow through and not get discouraged if there are road bumps along the way.

 

Removing Stress From Your Financial & Insurance Planning

I offer both fee-based financial planning & investment advisory services to clients who seek advice that is not product-focused, as well as non-fee-based planning for clients who need a specific task checked off the list (such as life insurance). 

I can offer expertise to meet specific needs, or we can handle all aspects of your financial planning. The choice of how much, or how little you wish us to handle is up to you. 

Clients utilize me on an ongoing basis to help with their planning, especially when making big decisions around things like life insurance, long-term care insurance, investments, retirement planning, managing wealth, reducing risk, etc.

...and of course, to monitor progress along the way. I take pride in removing my client's stress from not having to search through too many options & listen to too many opinions (I know we have all been there).   

Financial planning is all about building a better future today, and what I offer is a lifelong partnership with my clients. As their lives change, we adjust accordingly. 

 

Common Service Requests

  1. Financial Planning & Investment Advisory
  2. Settlement & Inheritance Planning
  3. Wealth Management & Retirement Planning
  4. Life Insurance, Annuities & Extended Care Planning
  5. 401(K) Rollovers, IRA Rollovers & Employee Exit Planning
  6. College Planning
  7. Tax Diversification Planning

 

Common Product Requests 

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.


Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.


Retirement Planning: Preparing for retirement can be less stressful when working with someone you trust. Once we establish your goals we'll use the appropriate products and strategies to fulfill them such as a Rollover IRA, starting a Traditional IRA or Roth IRA, or investing in mutual funds. We may also consider allocating a portion of your retirement to a guaranteed lifetime income annuity. You can select an immediate annuity that pays income right away or a tax-deferred fixed annuity that allows you to set aside money until you need it.   Either way, you will be assured a steady, dependable source of income for life.


See all products offered.

 

Schedule a Complimentary Consultation - call 386.275.1322 or click here. 

 

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