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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 pursue your objectives.

My goal as a financial professional is to help you plan for financial independence. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or preserving your estate, I can help you develop a road map to pursue your goals and make wise decisions to help improve your financial situation.

All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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

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