I help you seek to create, protect, and distribute wealth for a select group of families and individual.
My years of experience show there are 13 key financial issues certain families and individuals face. The goal is to address these issues, identify any gaps, then use a disciplined process to create a complete financial picture for my clients.
I involve strategic resources* with experience in banking, estate planning, investments, and insurance to help provide strategies for any gaps my clients may have.
Once the plan is developed, I will implement the strategies then create a customized communication schedule to help monitor the plan and any changes in client’s lives.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide legal, banking, or insurance services. These entities and their services are not affiliated with LPL Financial and Ortt Financial Inc..
