My focus is helping clients pursue their financial dreams, wishes, and desires. For some that may be having financial independence at an early age, for others it may be a cabin on a lake, or helping their children pay for college. I take a look at your entire financial picture including existing retirement plans, current savings and investments, preservation planning, and income taxes. I provide a list of recommendations so that you have the information needed to make decisions about your financial future. It is an important process that helps develop a road map for where you want to go financially.
I have been in the financial services business for over 30 years. My clients range from young families to middle age baby boomers to those who have been around a long time. With technology today, you can purchase financial products directly. What I bring to the table is an ability to help you stay on track, provide actionable recommendations based on experience, and a willingness to help you pursue your goals and lead you through the many stages of life. Many of my clients have been with me 30+ years, and I feel good about our relationship.
I have been a CFP® professional* since 1993, and also hold the CMFC (Chartered Mutual Fund Counselor) designation. Continuing education and additional training are required to maintain these credentials. I recently received my RICP (Retirement Income Certified Professional) designation. This training helps me design a plan for you to start taking money out to support your retirement. We spend years accumulating money, but then what is the proper method to take it out?
Mobile Phone: (605) 310-0920
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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks