Financial Planner
CurrentFor many, the number one financial worry is not having enough money to retire. Do you know how much you need? Do you know what assets to spend first? Financial Planning is no longer a do-it-yourself project. That’s where I can help. In today's complex world it takes diligence, research and careful consideration to work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies to address your needs, lifestyle, and goals. We offer customized plans that are simple to understand and we continue to work with you as your needs change. With our Financial Second Opinion™ program, we can help you gain perspective and confidence in your financial future. The holistic plan that we provide will help you identify opportunities, manage risk, preserve and grow your wealth, and efficiently transfer a meaningful legacy to those people you love, and to those organizations whose ideas you value.Recognized as one of the largest independent financial service organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning.• 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.
