Many people think that financial planning is investing. While investing for the future is important, it is only one component of the financial planning process. My goal is to give you confidence, control, and to find predictability when managing your finances. As a CFP® professional and Investment Adviser Representative of Commonwealth Financial Network®, I develop comprehensive financial plans by coordinating and customizing each component of the financial planning process. The areas that I specialize in are estate planning, retirement planning, tax minimization, risk management and insurance, education planning, benefits, investing, and goal setting. I have the qualifications and experience to help you coordinate each of these areas into a custom-tailored financial plan and investment strategy.
I look to develop long-term relationships with clients by focusing on the important issues regarding finances. I can oversee other professionals you rely on, such as your CPA, insurance agent, attorney, and investment broker. I provide specific recommendations and will show you how to help ensure that each component of your financial plan is implemented effectively.