Financial Planner, Crpc®
CurrentThe number one financial worry is not having enough money to retire. Do you know how much you need? Is it in the appropriate places?Do you know what assets to spend first? That’s where I can help. Along with clarity, I can provide prudent strategies to help address your needs, lifestyle, goals, and stage of life. I use a holistic 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. As a Financial Planner, I can develop distinct plans based on your personal financial situation. That’s where our Financial Second Opinion™ program can help you to gain perspective and confidence in your financial future. A key factor is my ability to listen to and take the time to understand your 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 I am looking for opportunities to address potential tax issues. 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 Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities 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 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.
