My Goal is to Help You Be An Empowered, Educated & Supported Advocate of Your Financial Dreams
Inspiration | Education | Support | Strategy | Wealth Management
Financial planning has come a long way but most people don't understand what option are even available to them let along what is best suited for their individual goals. Let me tell you a little secret - there is NO one size fits all. If you are ready to take the next step in taking control of your financial future it is important to talk with a professional that understand you, your goals, where you have been and where you want to go. The common thing that I hear is that "financial planning isn't for me... I'm not wealthy"
Here are just a few of the ways I am able to support my clients:
Keep in mind that we always start with a down and dirty "get to know you" session so that your goals are the main part of your financial plan at every level, no matter where you are starting:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Annuities
- Mutual funds
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability and critical illness
- Health Insurance Group health benefits
Note: There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that help address your unique situation.
