(As reported by Financial Planning magazine, June 1996-2021, based on total revenue.) Focus: Retirement planning, wealth management, investment advisory, estate planning strategies, financial tax planning strategies, long-term care, generational planning, financial analysis, Life/Health Insurance, medicaid planning, mutual funds, fixed annuities, 401(k), IRAs, TSA, 457, and 403b(7). I have been in
the financial services industry for 25 years and have a thorough knowledge of the marketplace. I have developed a process to assist my clients in the following ways: potentially increase investment return, preserve assets from the effects of inflation, nursing home planning, and reducing or eliminating probate and estate taxation strategies. I offer a no nonsense approach to planning your financial future with direct answers to your questions and concerns. As a Financial Planner, I am able to provide you with access to stocks, bonds, mutual funds and other investment/insurance opportunities from a variety of companies with a diverse range of financial products. I strive to access the products and services of excellent companies to help match your specific needs. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC (www.finra.org and www.sipc.org).
• 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.
