Financial Planning
I can provide a comprehensive evaluation of your current financial state and offer guidance concerning your future financial goals.
Your financial plan should be unique in that it applies to your personal goals. My mission will be to apply my extensive knowledge to your needs in order to develop a clear vision of what you expect now and in the future, extrapolate asset values and determine the best financial vehicles and strategies to get you there safely.
A good financial plan will ensure a smooth transition through life's financial phases, such as buying new assets, nesting for a family, expanding a family, sending your children to college, and even downsizing.
A popular service I provide in the initial planning stages is a Debt Reduction Plan, as well as Sound Budgeting. Ask me about these free services for qualified clients. Contact Me Today
Your financial plan should be unique in that it applies to your personal goals. My mission will be to apply my extensive knowledge to your needs in order to develop a clear vision of what you expect now and in the future, extrapolate asset values and determine the best financial vehicles and strategies to get you there safely.
A good financial plan will ensure a smooth transition through life's financial phases, such as buying new assets, nesting for a family, expanding a family, sending your children to college, and even downsizing.
A popular service I provide in the initial planning stages is a Debt Reduction Plan, as well as Sound Budgeting. Ask me about these free services for qualified clients. Contact Me Today
How does financial planning work?
My interactive financial planning model includes the following:
- We will gather information to determine your current financial situation.
- An analysis will be done on the gathered information to determine your financial strengths and weaknesses
- Recommendations will be offered and your input will be valuable in determining what works best for you
- You will choose from recommended solutions to implement for the prioritized objectives
- Reviews will be scheduled periodically to continue or adjust plans.
What is your financial planning philosophy?
Money is not happiness but is sure is useful when you have it. I offer my clients tried and true money management skills, as well as safe products to accomplish your individual goals. My planning philosophy promotes a strong financial foundation for long-term savings. Whether you have a 30-year, 10-year or even a 5-year window of opportunity for savings, I can help. My niche market: people who like to sleep at night knowing their money is safe.
I am an approved member of the National Ethics Bureau to assure you that I want to earn your trust. See the NEA website http://www.ethicscheck.com for a full explanation.
I am an approved member of the National Ethics Bureau to assure you that I want to earn your trust. See the NEA website http://www.ethicscheck.com for a full explanation.
Retirement Planning
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Financial Planning
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Estate Planning
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