CERTIFIED FINANCIAL PLANNER™
“My passion is to help families navigate their financial future”.
By focusing on building and preserving their hard earned savings, I develop conservative strategies that help clients instill confidence in their investments. My emphasis is on low volatility/lower risk investing. People don’t like to lose money, and for over 20 years I have been entrusted in preserving their future.
Retirement planning is a vital concern on people’s minds. Being part of the LPL Financial’s Retirement Planning Consulting Group, I work with businesses in creating low cost 401K’s and other retirement plan strategies. Helping business owners assess current tax savings through retirement plan strategies brings great satisfaction. Equally satisfying is the ability to guide employees through the retirement savings process so they can feel confident in preserving their retirement future.
Creating conservative and lower risk portfolios is vital in helping clients gain confidence in our financial system. By breaking down the steps in easy to understand investment strategies, clients can feel confident I am diligently watching over their investment needs, whether it be wealth preservation, retirement income, or college savings.
Advance Insurance and LPL Financial are not affiliated entities.
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