I am an independent financial advisor who works with individuals in or near retirement. Myfocus is on helping my clients understand the importance of developing a strategic, long-termretirement income plan.I believe that income planning is a process and a partnership built on trust and integrity. Iapproach the process by gaining clarity about a client's current situation – identifying corevalues, defining future goals, and developing a flexible strategy that allows them to reach theirobjectives. Without obligation to any proprietary products, I am able to make decisions in myclient's best interest. Committed to ongoing client support, it is important to conduct regularreviews to make sure my client's plan remains on course to meet future needs and goals.
Listed skills include Retirement Income Strategies, Investments, Financial Planning, Retirement Planning, and 8 others.