Mission Statement

I help people define financial goals and find solutions to help them achieve their goals. Since retirement is often the most important and daunting of financial goals, my primary focus is helping people navigate the many decisions required to successfully plan for retirement.

I believe most people seeking financial advice value transparency, communication and education.  It is important to understand how your financial advisor gets paid and transparency in fees and expenses brings clarity to this.  Good communication between an advisor and client keeps them both on the same page as to where you are heading.  Your advisor should be able to convey ideas and concepts in a way you understand them and learn from them.

The process starts with understanding you and your goals.  Along the way, I will help you determine if your goals are realistic, identify risks to succeeding with your plan and help uncover any pitfalls we may encounter.