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WHAT I DO

As you move through life’s achievements and challenges, I move with you, adjusting your financial plan so you can relax and enjoy life.

financial forms

I currently hold the following designations. CPA Certified Public Account, CFP™ Certified Financial Planner and a Registered Investment Advisor RIA. I am unique in that you will not find many professionals with actual working experience in these fields. They do play hand in hand for solid plan.

  

I am your one financial coach and councilor with over 35 years of experience. I doubt you will have any issue that I have not previously supported.

  

I do not sell any products or recommend any investment products. I will work with your investment brokers or attorney as requested. If you would like a referral to other professionals that I worked with in my career who I feel are the best at their specialty, please ask.

  

I bill for services by the hour in ¼ hour increments. Occasionally it may be determined that you need additional services from specialists in other areas. If requested, I will refer you to other professionals in my network. Some of those professionals may share their fees with me to help them provide the services you request. If this occurs, you will be informed of this ahead of time.

  

Rest assured I have the experience to help guide you through life’s financial events. As life passes by so do your financial needs. I am your one professional that can help guide you through life’s ever-changing needs.

Helpful materials to inspire you

6-wise-ways-to-use-your-tax-refund_edite

6 Wise Ways to Use Your Tax Refund

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Planning to Bridge the Retirement Gap

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Retirement Changes in 2024

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biggest-financial-pressures-facing-retirees.jpg

Biggest Financial Pressures Facing Retirees

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12-reasons-go-broke-in-retirement.jpg

12 Reasons to Go Broke in Retirement

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Understanding Medicare and IRMAA

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