Financial Planning

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

What is the value of advice?

What is the value of advice?

A secure retirement. Funding a child or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love.  But just because a goal is common, doesn’t mean the approach should be. 

My job as a financial advisor is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you pursue your financial goals.  And let’s be clear, a tailored plan goes beyond simply choosing investment products.  It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values.

The financial planning process  

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there.  A personalized plan – one supported by  products that fit your investment profile – will enable us to identify your goals and take consistent action to work towards them. 

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.

<b>Accumulation&#160; &#160;&#160;</b>

Accumulation    

A saving and investing period that usually runs from your early working years until your late 40s.

Pre-retirement

Pre-retirement

A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.

<b>Retirement</b>

Retirement

The time when you begin your post-work life and live off your investment income. 

Legacy

Legacy

A time to pass down what you’ve learned and acquired to the next generation.

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"Dont be delinquent in payments to your future."

Cameron K. Reed
Co-founder, Waddell & Reed

My mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact me today.

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