FINANCIAL PLANNER

We are a full-service financial firm committed to helping individuals and business owners pursue their financial goals. You will be better able to identify your goals and make sound decisions if appropriate planning and education is available to you... We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind INVESTMENT MANAGEMENT, RETIREMENT PLANNING, ESTATE PLANNING, WEALTH PRESERVATION, INSURANCE PLANNING and LONG TERM CARE PLANNING... As an independent advisor, I offer customized solutions and unbiased advice. I provide planning to those who wish to learn how to lead a financially confident life.

Primary location: Oxford United States