I bet you think a lot your financial goals. You wonder, "How much will I need to reach them?" "How much should I be saving?" "Am I on track to reach a comfortable retirement?" These are challenging questions, but they're ones I can help you answer. Together, we can develop a personalized plan with realistic steps to help you move toward your objectives, while keeping you in financial control along the way.
With more than a decade of financial services experience, I can help you develop and implement holistic financial solutions to assist you in obtaining your retirement goals. Specifically, I can:
- Design a financial plan and help you follow it
- Create retirement planning action steps based on your personal goals
- Provide ongoing personal guidance and advice to help you manage your plan
- Help you develop a budget for today's expenses and for living in retirement
- Develop custom income planning strategies now for retirement income later
- Evaluate alternative investments and explain their place in your retirment portfolio
I hold the Series 7 & 66 registrations along with the Life, Health, and Variable Annuity Insurance License.