As a Financial Services Professional, I am passionate about helping people & empowering them through education. I help clients take control & have a more active role in their financial life. It is ultimately my clients that are makers of their own destinies.
It is my responsibility to show my clients what their choices are, act as a sounding board, & help them make decisions that will better their lives. I work primarily with three groups:
Families: Life is unpredictable. I help families make sure that everyone will be ok no matter what happens. We work together to make sure this is done in the most effective manner possible, utilizing each dollar efficiently.
Pre-retirees: There have been a lot of changes that impact retirement planning over the past several decades & will continue to be even more in the future. Some of these changes include longevity, taxes, laws, health care changes*& Social Security. I work with pre-retirees to evaluate the strategy in place & make sure it continues to meet their needs in the current environment. My goal is to help my clients have the freedom & confidence to enjoy retirement.
Business Owners: I help business owners plan for the future & maximize their opportunities while they are active in the business. I help with employee retention. I also protect the business owner from unexpected changes to their industry, health, or family. I help them develop a retirement strategy that will allow them to retire no matter what the future may bring for their industry.
The first meeting will simply be to get to know the client. After we put a strategy in place, we will continue to meet at least annually to review the strategy because life is always changing. I am committed to the long-term, both in terms of strategizing & client relationships.
*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization & product availability in your state or locality.