- ABOUT Us -
Who Can I Help?
If you've accumulated assets to provide financial security in your retirement years, you most likely want to protect this nest egg from the Three Thieves of:
If you're preparing for or approaching retirement, likewise, I will be able to provide you with the plans and strategies that will enable you to achieve your Financial Goals and the Peace of Mind that you deserve!
What I Do!
As a Certified Financial Planner and a licensed Securities Representative, I have the fiduciary responsibility to always place my clients interests ahead of my own. With this in mind, my focus is and always will be, to determine what each and everyone of my clients Needs and Goals are and, to work diligently to make sure they achieve them. I have been doing this for nearly 30 years and have learned that folks can accomplish their financial goals without taking undue risks or chances.
I strongly subscribe to Warren Buffets two rules of investing:
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