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

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.

It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.

In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

License No. CRD#7324865

I provide a comprehensive approach to financial planning.

Sitting down with my clients and identifying their wants, needs, and dreams, I not only build long-lasting relationships with my clients, but I am also able to provide them with a unique, personalized plan.

By integrating insurance and investments, my clients are protected against what can go wrong, so that they have the luxury to plan for what can go right.

License No. W763029