Financial Advisor
CurrentThe number one financial worry is not having enough money to retire. Do you know how much you need? Is it invested in the appropriate places? Do you know what assets to spend first? Along with clarity, I can provide prudent strategies to address your needs, lifestyle, goals, and life phase. I use a comprehensive process where your input is vital to ensure that goals and family members are considered. By working with your own tax and legal consultants as well as my team of colleagues, I will work with you to construct and implement a comprehensive and personalized plan and continue to work with you as your situation or needs change. As a Financial Planner, I can help by being objective about your financial situation. That’s where our Financial Second Opinion™ program can help you to gain perspective and confidence in your financial future. A key factor is my ability to listen to what my clients are saying and I take the time to understand their comfort level when it comes to investing and risk management. My goal is to help them address their needs by putting together prudent investment and retirement income strategies while at the same time I am looking for opportunities to reduce estate taxes. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
