You have put a lot of hard work and planning into saving for the retirement of your dreams. However, to enjoy those retirement dreams will require experience, thought and careful planning to preserve your assets and manage it to secure the retirement income to meet your needs.
We take the time to get to know you and your family, then combine our knowledge and experience and act as your trusted advisor to design and manage a customized investment plan to help you achieve your vision of retirement without assuming more risk than you are comfortable with.
We employ our disciplined Envision® planning process and draw from our deep experience in investment planning to help clarify your objectives, create the personalized strategies you need to meet them and continually monitor your progress on a path to reach your goals.
Recognizing that successfully planning is a lifetime process, we communicate with you regularly, reviewing plans, keeping up to date on changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities.
We invite new accounts with $250k liquid asset minimum for clients who are at least 10 years away from retirement and $500k for those who are retired or nearing retirement.
Awards, Recognition & Credentials
Certified Financial PlannerTM - CFP®
I have earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn my CFP® I completed hundreds of hours of rigorous course work and examinations and I must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Chartered Financial Consultant - ChFC®
The curriculum and training for my Chartered Financial Consultant designation includes lessons in understanding key elements of financial planning, such as retirement planning, estate planning, insurance, investments, and income taxes. The training also includes practical application of the skills learned in real-life scenarios. This designation also requires continuing education credits to maintain the credential.
Wells Fargo Advisors Premier Advisor
I am also a member of the firm's Premier Advisor Program, 2006-2017. This distinction is held by a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.