My investment approach is unique to each and every client. Your account type and how your assets are invested depends on your needs and how you would like to pay for services. I tend to focus on retirement planning strategies, education funding, and life insurance. I pride myself on employing a simple and easy-to-understand fee structure. You have a right to know exactly what you are paying and how it is computed.
What I believe sets me apart is my ability to communicate with clients in a way in which you understand and feel comfortable. I believe that the relationship between financial advisor and client is an essential building block toward a successful investment plan.