201 East Veterans Pkwy,
Together, we can help make your dreams a reality for you. We will create a financial roadmap and investment portfolio to follow your life goals and passions. As a CFP® and fiduciary, it is my duty to educate you and give you advice that is in your best interest. Being independent allows me to find customized solutions for your situation. I am not required to sell proprietary products and can show you a more comprehensive offering of investment options including high-level money management programs not available to the general public.
Why should you work with a CERTIFIED FINANCIAL PLANNER™ ?
Do you match your means with your goals?
How can you manage your expenses better to fund your favorite activities?
Which debts should you prioritize?
How can you minimize what you are contributing to federal and state taxes in order to pay yourself more?
Is your investment strategy consistent with your goals, timeframe and risk tolerance?
Do you have a plan to deal with market volatility?
Are you appropriately protected against an unexpected loss or event?
Do you have a plan in case you are unable to make decisions for yourself or your family?
Are you maximizing the resources available to you through your employer?
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