As a Financial Consultant, I am dedicated to helping individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. I take a comprehensive approach to wealth management which encompasses all aspects of investing, liability management, risk management, and trust, estate planning strategies. By this approach, I help individuals, families, and busines
ses to build, manage, preserve, and transition wealth. My process begins by listening to my clients and gaining an understanding of their current situation and future goals. I develop various strategies to address the client's concerns and objectives until I arrive at a strategy specifically designed for my client, always being mindful of controlling costs and expenses. It is extremely important that clients understand my recommendations therefore I explain, in depth, my findings, and with agreement I implement those strategies in an independent, objective and unbiased manner. As life circumstances change, so must the investment strategies used. For that reason, I can review and evaluate the progress, and make adjustments to the plans as necessary. I am proud of the education, training, and ongoing commitment to professional development that I bring to each relationship. With my wide range of accomplishments, bedside manner and active listening skills, I have the ability to educate and advocate for my clients in order to help my clients and their families plan succeed financially. Please contact me by e-mail at [email protected] or by phone at 845-587-1043
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