Financial Planning

I am an Unconventional Financial Planner.

I am a Financial Planner who specializes in Retirement Income, and I hold the Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services.

My mission is to partner with my clients in a long-term, trusted fiduciary relationship.

Unconventionally, Integrity, Accountability, and Transparency are at the core of my business principles as a direct reflection of my personal values of respect, family, and faith.

If you are older than 50, welcome to the most critical time of your investment life. As you approach retirement, you may have more questions than answers. Can I truly afford to retire? How will I replace my income? Where can I turn for competent, trustworthy advice? With my guidance, I can help you navigate through those important decisions and establish a plan to strive for financial security in your retirement. I will help you turn savings into a lifetime income you cannot outlive, manage the tax impacts of those distributions, Social Security selection, and Medicare planning, as well as manage your healthcare costs in retirement, Long Term Care and Legacy planning even help you navigate some of the emotional challenges that accompany such a fundamental life transition.

We offer a 1 hour no cost consultation where potential clients can visit us, or whenever possible, we are willing to visit you at your home or business, and when neither is possible, we can also consult via phone or Zoom.

I am glad you are here… Let's partner up and help you take control of your financial future.

Qualifications

Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services
30 years in the Financial Services Industry
Arbitrator for FINRA, the Financial Industry Regulatory Authority.
Investment Advisor Representative in the State of FL
Licensed for Life, Annuities & Health Insurance in the State of FL.

License No. A118174 CRD 2337734

Longview Wealth Advisors is a full-service financial planning, investment management and risk management company. We help our clients build and preserve wealth through prudent financial planning, asset allocation, appropriate risk management, and efficient tax-planning strategies.

I help individuals, families and businesses plan for financial security, whether the need is retirement planning, asset protection, estate planning or business succession. I also can provide a second opinion on your investment portfolios and retirement plans, as well as insurance solutions such as Long Term Care, Life, and Disability insurance. I'm able to review the risk/return profile of your investments to determine if you're taking too much risk, or too little.

Please call today for a no-obligation consultation.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Securities and Investment Advisory Services are offered through LPL Financial, Inc. (Member SIPC and FINRA)

Insurance products offered through insurance companies with which LPL Financial has sales arrangements.

Office: (813) 804-7914

Cell: (727) 204-8483