Where to begin?


  The process of designing your financial plan of action should look like this:


  1.  Identifying and prioritizing your goals -  short term and long term, and your values
  2. Analyzing your current situation, you cannot make a plan without understanding where you are now - looking into our "junk drawer" of all our financial decisions you have made so far
  3. Develop a plan of action, or solution
  4. Implement, and this could be several steps or a few
  5. Monitor the plan
  6. Review, are you on track, or are changes needed? 

            Your goals may be retirement planning, education/college funding, taking care of your loved ones if you are not there, life insurance planning, retirement income planning, business planning, and/or charitable gifting, and not being a burden on your children.

            Our conversations are private. 

            My compensation depends upon the services I provide and may include fees and/or commissions.  Products and services could include:

               Financial Planning, Annuities, Life Insurance, Wealth Management, Investment Accounts, IRAs, 401 (K) Rollovers and Long-Term Care.