"A financial plan without implementation, is nothing more than a book that collects dust." In my forty plus years as a financial planner, my primary goal has always been to provide my clients with objectivity and clarity so that we are "partners" in helping them pursue their goals. We work with our clients' other advisors to design cost-effective tax-efficient strategies, from the simplest issues to the most complex business and estate plans. I believe that long-term relationships are more important than short-term gains and I will never sacrifice the former for the latter.Specialties: Retirement Income PlanningInvestment Planning Long-term Care InsuranceEstate and Legacy PlanningBusiness Owner Planning
Listed skills include Retirement Planning, Estate Planning, Retirement, Financial Advisory, and 23 others.