Overview

I am a dynamic, comprehensive, independent financial planner. My practice is built upon the fundamentals of retirement income planning, and I work closely with each client to develop a plan that meets his or her individual needs.

My client service model focuses on a combination of education and empowerment, attending to not only the needs that my clients express, but also on anticipating and addressing their concerns before they arise.

I am looking to be a partner in succession planning with select advisors who have developed quality practices, whether or not they are currently fee-based. I will only work with advisors who have developed quality client service models. My value is to enhance the planning (retirement, investment, insurance) component of a practice and to provide clients with a peace of mind, knowing that their planning needs will be taken care of upon the retirement of their current advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

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