Certified Financial Planner
CurrentAs an experienced financial planner and CERTIFIED FINANCIAL PLANNER™ Practitioner, I can help take the mystery out of complex financial issues and provide creative options so you can make the most informed decisions for you and your family. This is done through a comprehensive process where your input is vital to ensure that goals and family members are considered. By working with your own tax and legal consultants as well as my team of colleagues, I will work with you to construct and implement a comprehensive and personalized plan. This approach not only brings a wealth of resources but also provides a high level of service. As a Financial Planner, I can be independent about your financial situation. That’s where our Financial Second Opinion™ program can help you to gain perspective and confidence in your financial future. We can develop and implement a financial blueprint to help you navigate through the complexities of life. I take the time to understand your needs and comfort level when it comes to investing and risk management. My goal is to help you address your needs by putting together prudent investment and retirement income strategies while at the same time, looking for opportunities to reduce estate taxes. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC. Please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Integrated Financial Partners 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.
