A CERTIFIED FINANCIAL PLANNER™ Professional with more than three decades of experience helping investors manage assets and plan their financial future. Whether saving to maintain your lifestyle or managing income to make it last the rest of your life, you need a plan. Your plan should have a well thought-out investment strategy, it should manage risk and it should preserve your purchasing power. Wealth Alignment™, our unique process, helps us assess your situation, identify your goals, design a plan of action, monitor progress toward your goals and make adjustments when needed. Our focus is on Wealth Preservation, Portfolio Management, Income Strategies and Financial Planning. My objectives are that you to achieve your goals, you have peace of mind in volatile markets, you know someone is looking out for your financial interests, and that we have a relationship built on trust and not just returns.Specialties: Wealth Management, Retirement Income Planning, Investment Advisory, Portfolio Management, Personal Financial Planning.
Listed skills include Retirement Planning, Wealth Management, Personal Financial Planning, Portfolio Management, and 30 others.