An Independent Financial Advisor
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Walt Disney once said "When your values are clear, your decisions are easy."
My goal has always been to provide high-quality affordable fee for service financial planning advice to individuals, couples, families and small business owners. One method to achieve my goal was to create a free and valuable website like the one you are viewing today.
The primary desire I had when creating this content filled Website was to provide practical, educationally sound information in a continuous and logical format.
It is my sole intent to furnish this information for my clients, neighbors, and friends to enable them to make informed decisions in the management of their current and future financial needs and investments.
And finally, this was designed to offer a financial planning website that is free of banner type advertising and investment product sales but also explains my business philosophy, qualifications, and services.
I believe I have achieved these values and will welcome any suggestions or ideas you might have.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."