Financial Planner
CurrentOur goal is to provide clients a holistic approach to their financial planning needs. Working with our team at Osaic FA, I am able to identify gaps within my clients existing planning usually created by their success or situational changes.Our process begins with comprehensive data gathering, an analysis of your situation to match up with your stated objectives, and development of a custom designed plan to reflect your goals and objectives. We coordinate with your existing team of… Show more Our goal is to provide clients a holistic approach to their financial planning needs. Working with our team at Osaic FA, I am able to identify gaps within my clients existing planning usually created by their success or situational changes.Our process begins with comprehensive data gathering, an analysis of your situation to match up with your stated objectives, and development of a custom designed plan to reflect your goals and objectives. We coordinate with your existing team of advisors, CPA's and attorneys, and create a financial team that works on your behalf, to represent you in the marketplace.Services Provided:• Goal-Based Estate and Retirement Planning Strategies• Social Security and Medicare Planning• Retirement Accumulation and Distribution Planning• Education Funding• Charitable Planning• Business Succession Planning• Portfolio Analysis• Life, Disability, Long-Term Care Insurance, and Medicare Supplemental Insurance.Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. (CRN-5712138-053123) Show less
