Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals.
• Develop a financial strategy that can help you achieve these goals.
• Suggest suitable products and solutions based on your own tolerance for risk and your timeframe.
• Implement your strategy with products and services that help meet your needs.

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.