As I'm a fiduciary, the services I offer take into consideration my client’s prior financial decisions. I customize the services I offer to fit with what clients already have in place, which may mean supplementing or replacing investments.  I look at my client’s present situation, assess what might be achievable based on that client's goals, and recommend financial solutions that are tailored to the specific risk tolerance of each client and their financial objectives.

Services used for Asset Management may include:

• Fee-based asset management
• Insurance solutions for both long-term care and life
• Income safety options such as annuities and bonds