About

YOUR PERSONAL CFO

Most enterprises have a Chief Financial Officer who is responsible for management of the company’s finances.  I serve as personal CFO to my clients, helping them achieve their financial and life goals.

Significant Difference: Please be aware that, unlike many others who use the Financial Planner title, I provide clients with a Fiduciary Oath, pledging to act only in their best interests, at all times.

YOUR ADVOCATE

Taking a holistic approach to your financial well-being and analyzing your financial assets and liabilities, I offer advice unique to your personal financial objectives. You will understand your financial situation, your alternatives, and the results of plan implementation. As your Advocate, I will assist you in making educated choices and help you avoid costly errors.

MY CLIENTS WANT

  • Unbiased, objective, professional financial analysis
  • NO product sales pitch

THEY VALUE:

  • A long-term relationship with a planner they trust
  • A team approach
  • Big picture financial perspective

KEY INTERESTS INCLUDE:

  • Employee Benefits
  • Insurance
  • Estate Planning
  • Income Taxes, Changes in Laws
  • New Investment Options
  • Retirement with Dignity and Independence

MY CLIENTS RECEIVE Peace of Mind, and Time for their Lives

Factoring in the Big Picture, as well as the Individual, I create a strategy to lower taxes and manage risk. I find ways to save on investments, insurance, and debt.

A TEAM APPROACH

I coordinate with other professionals, such as accountants, estate planners and insurance providers, so you benefit from the enhanced security of a team of professionals working toward your financial objectives.

NO HIDDEN AGENDAS

I receive no commissions or referral fees for recommendations.  My compensation comes solely from my valued clients – no third party commissions, bonuses, or free trips. My only goal is your financial success.

EXPERIENCE, EDUCATION, PERSPECTIVE

Beyond my designation as a CERTIFIED FINANCIAL PLANNER™ and commitment to ongoing education and Industry best practices, I hold an MBA in Finance; I see economic and financial events in perspective and I have a long-term Investing Philosophy. I operate through preparation, not reaction.

FOR BEST RESULTS…

For most, financial planning will be a process, not a one-time event. This includes implementation and monitoring to keep you on track to meet your financial goals.

Contact me either by e-mail or phone.  Let’s begin!