“Knowing where you want to go is the first step to getting there”

What is Financial Planning?

Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing and implementing financial strategies, and monitoring progress on a regular basis, the likelihood of achieving your goals is greatly increased. It gives you a blueprint for building your financial house.


Why develop a Financial Plan?

Have a better understanding of your current and future financial situation.

• Determine attainable retirement, education, insurance, and other financial goals.

• Review goals, funding strategies, and develop alternatives as necessary.

• Have the necessary financial resources set aside to fund goals as they occur.

• Reduce the effect of unexpected events, such as disability, premature death, divorce, etc.


Fee For Service Financial Planning provides Unbiased Knowledge

What does this mean?

It means that I am not licensed to sell any investment products, and I receive no compensation from any product or service providers. This independence enables me to be totally unbiased; I work for, and am compensated only by you, the client.



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