As a CERTIFIED FINANCIAL PLANNER® professional, I provide comprehensive advice in the following areas:• Investments• Financial Planning• Retirement• Income Distribution• Estate Planning• Tax Planning• Risk ManagementAdvising clients since 2001, I strive to provide in-depth strategies to the complex and challenging issues that impact your long-term financial well being. As an independent, fee-based advisor, I have the tools and experience to help you discover what is meaningful to you and what will be financially necessary in the long run.A great client for me is someone who is at or near retirement and is transitioning from the accumulation years to the distribution years. If you have ever asked yourself “How will I take this money I’ve saved and turn it into an income that will last for the rest of my life?” we should probably sit down and have a conversation.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Strategies is not a registered broker-dealer or investment advisor. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.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.