I help families & small to mid-sized businesses create tailored wealth management, financial planning & insurance strategies to navigate their path toward financial well-being. I combine my experience in the financial/insurance industries & insights as a current small business owner/operator to help guide and educate my clients as they pursue their business & financial goals. My goal is to provide comprehensive, process driven advice that will allow my clients to continue to accumulate wealth & protect their assets on a pre-tax or after tax basis I have a strong focus on helping companies provide retirement benefits to their employees that will also allow the owner to control the amount of pre-tax or after-tax income they want to contribute to their own retirement savings. Specialties: Corporate & Executive Retirement Plans: Simple & SEP IRA's, 401k plans, Safe Harbor 401k Plans, Profit Sharing Plans, Defined Benefit Plans, 403b plans, stock option planning, Executive compensation & benefit planning, Deferred Compensation Plan, 457 Plans, Multiple Employer Plans (MEP)My designations include, ChFC® Financial Planner, Chartered Retirement Plan Specialist (CRPS®) & a Accredited Investment Fiduciary®(AIF®). I am a Financial Advisor and a licensed Life, Health & Disability Insurance Agent. I hold the Series 6, 7 & 63 securities registrations with LPL Financial & the Series 65 with WealthCare Advisory Partners, LLCSecurities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA & SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Secure Planning Group, LLC are separate entities from LPL FinancialThird party posts found on this profile do not reflect the views of LPL Financial & 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.For a list of states in which I am/we are registered to do business, please visit www.securepg.net