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.
Hobbies
Swimming, Bike rides, Hikes, Reading books
Languages: English
Specialties:Insurance Strategies, Business Owners, Military, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education