I’m here to help.
For individuals and families: I provide a wide range of retirement planning, wealth management strategies, income protection & insurance services.
For business owners, medical offices and professional firms: I work with a team of attorneys, CPA's and specialists to provide owner & employee benefits, 401(k) & retirement plans, strategies for retaining valuable employees, business continuation & succession planning, business protection, and estate planning.
I can help you with any specific need or concern you want to discuss. At the same time, I welcome the opportunity to review your full financial picture. Be sure to check out the planning process link: planning process.
And welcome to my Website: You'll find a wealth of information here in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the potential value of working with a professional to pursue your financial goals.
Please take advantage of this resource and visit here often. Be sure to add my site to your list of "favorites" in your Internet browser.