I am an Independent Financial Advisor Representative. I practice as a Fiduciary, always putting the needs of the client first. We specialize in personalized financial solutions that take into account all aspects of your financial life. We offer guidance, clarity of thought, and experience to help you gain confidence for a more secure financial future.

By using our comprehensive approach, we will help uncover your financial needs with a thorough Risk Profile leading to financial solutions, certainty of wealth protection and retirement income.

Experience, Service and Integrity are most important in establishing trust and confidence for successful planning.

Account Types that we manage include:

• 401(k) Rollover
  
• Traditional IRA
  
• Roth IRA
  
• Required Minimum Distributions
  
• 529 College Savings Plans
  
• Managed Accounts using Exchange Traded Funds (ETF’s) and Third-Party Money Managers, Low Costs, Minimize Taxes, Control Risks
  
• Unbiased Annuity Review
  
• Environmental, Social, and Governance (ESG) Aligning Your Values and Your Finances
  
• Long-Term Care including Asset Based LTC