My mission as an advisor is to help clients find some measure of lasting financial peace.
I offer a cost affordable financial office for busy individuals and business owners to help them build, preserve and bequeath their net worth by utilizing a variety of financial planning tools and investment products and services.
My personal practice centers on handling three types of individuals:
2) Small Business Owners (under 100 employees)
3) Boomers and retirees
What do we offer?
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax preparation, budgeting, and much, much, more.
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