Managing Partner, Financial Planner, Investment Advisor
CurrentOur goal is to provide individuals, families, and business owners with the professional guidance for planning and achieving their financial goals. By taking a comprehensive, values based approach, we are able to create, implement, and manage a plan of action that specifically addresses what is important to our clients.Our Services:* Fee Based Financial Planning* Investment Management* 401k and Pension Rollovers* Asset Allocation* Post-Retirement Income… Show more Our goal is to provide individuals, families, and business owners with the professional guidance for planning and achieving their financial goals. By taking a comprehensive, values based approach, we are able to create, implement, and manage a plan of action that specifically addresses what is important to our clients.Our Services:* Fee Based Financial Planning* Investment Management* 401k and Pension Rollovers* Asset Allocation* Post-Retirement Income Strategies* Education Planning* Legacy / Estate / Wealth Transfer Strategies* Insurance Planning and ProtectionSecurities and advisory services offered through Cetera Advisors LLC, a Broker-Dealer and Registered Investment Advisor, Member FINRA / SIPC. Cetera is under separate ownership from any other named entity. Show less