Our Firm

About Us

During the last decade and a half in the financial services industry, I have seen friends and family experience life changing moments without warning. Unfortunately, many of them didn't have a financial strategy. My wife's mother passed away unexpectedly at the young age of 49, leaving a small business with creditor debt. This event caused me to realize that heartbreaking life events can happen any time without warning and often cause financial turmoil.

Maybe you have experienced a similar situation. Maybe you have witnessed people working hard to save for retirement, but unfortunately received bad investment information Did that, maybe coupled with poor decision making, leave them struggling in retirement or unable to retire as planned?

Perhaps you've seen a family member work hard and retire well, but  now they are receiving extended health care assistance- utilizing countless hours of family help or large amounts of their retirement assets to pay for care.

Unfortunately I cannot prevent many of these events from happening. However I've built my practice with the desire to help and knowledge of resources to help reduce the financial burden these untimely events cause.  I am here to help you make financial decisions that will impact your retirement income, your family, your children, grandchildren and your legacy.

Our Mission

My mission involves my commitment in helping individuals, families, and businesses determine their goals and then work with them and their other professionals to take action to help achieve their goals.  As a financial services professional, I am committed to developing strong, long-term relationships with my clients, their families, and the business owners I serve. Providing this high level of service involves integrity, loyalty, and trust.



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    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

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