Business Description

Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including those for the Creation, Accumulation, Protection, and Distribution of Wealth for my clients and their families. Specializations include Retirement Planning, Business Planning, Investment Planning, and Estate/Legacy Planning, using values-based, client-centric financial planning strategies, systems, and processes.

Services Offered

	To request additional information please visit our To submit a request please click on the services offered below.
	401K Plan Rollover 401k Plan Services Annuities Disability Insurance Education Plans Financial Advisors Financial Planners Group Dental Insurance Group Health Insurance Life Insurance Agents Long-Term Care Retirement Planning

Frequently Asked Questions

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Financial Advisors
Q.	What services do you provide? What are your specialties?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

Q.	What are your qualifications? What is your education background?
CERTIFIED FINANCIAL PLANNER professional

Q.	What is your approach to financial planning?
Client-centric, goals-based life planning

Q.	What services do you offer?
Comprehensive financial planning, Situatioal financial planning

Q.	Will you be the only person working with me?
No

Q.	How are you compensated? How will I pay for your services?
Flat fee or hourly fee for financial plans. Percentage of Assets Managed for investments. Commissions on other products (insurance and annuities)

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes

Q.	Do you offer any guaranteed results?
No

Q.	How much risk should I be willing to take?
Based on your time horizon and risk tolerance

Q.	Have you ever been charged with any breaches?
No

Q.	What services do you provide? What are your specialties?
Retirement Planning, Estate Planning, Insurance Planning

Q.	What financial institution(s) do you represent?
MetLife Securities, Inc.

Q.	How do you charge for your services?
Percentage of Assets Managed for investments. Commissions on other products (insurance and annuities)

Q.	Do you provide a free initial consultation?
Yes

Q.	Why should I choose you as my financial advisor?
I will partner with you to obtain your life's goals.