Personal Financial Planner
CurrentFocus is on planning for retirement and post-retirement years. Client discussions explore the cost of current and future lifestyles, as well as planned inheritances or future care for specific family members. To ensure clients feel comfortable with their investment plans, asset allocations are analyzed and revised if necessary. Advice about estate planning and insurance is also provided. I do not charge a percentage of assets or ever accept commissions. Fees are billed at an hourly rate. My clients live comfortably and sleep well. For 25 years I have successfully provided clients with peace of mind. I learned to deliver this benefit as a Private Banker and Certified financial Planner at Citibank and Bankers Trust.