Investing Philosophy

     Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you work towards your objectives.

     My goal as a financial professional is to help you plan for the pursuit of financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I will strive to help you chart your course to pursue your goals and make wise decisions designed to help improve your financial situation.

     The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

     I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. I feel one of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal services that I strive to consistently provide are key elements to staying on course while working toward a more secure financial future.

     I know that insurance can be complicated, but I also know my business. My years of experience allow me to provide clear, easily understood explanations of insurance products and services, to help you make the best decision. I strive to help my clients obtain the best possible insurance coverage at the best possible price. Most people need insurance — but few people want to spend time poring over every policy detail. I’ll get to know you and your family’s needs, and recommend a coverage strategy designed to fit your lifestyle. Because I have relationships with a variety of insurance carriers, I can find policies that best fit your unique situation.

      If you share our commitment to integrity and leadership, contact me for a no cost, no obligation initial consultation from a truly independent, experienced financial professional!