I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Financial Education, Student Loan Refinancing, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, Estate Planning