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, protection 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 solid recommendations based on experience, and a true 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