As a financial security advisor, I provide my clients with strategic counsel on issues as diverse as financial security planning, estate planning, retirement planning, tax reduction strategies, life transitions and more. All of my recommendations are custom tailored to the client's particular needs and goals rather than a company's product line. Furthermore, I consider myself a long-term advisor because I require my clients to meet with me regularly (at least once a year) to review their financial plan – it is my belief that a financial plan is not an event but a life long process.