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 assist you as 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 time-frame
Implement your strategy with products and services that help meet your needs.
Languages: English
Credentials: MBA
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education