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Firm Description

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.

• College planning - long-term planning to ensure you’re ready when your children are
• Retirement planning - to design an investment strategy to help you meet all of your retirement goals
• Investment portfolio analysis -
• Estate & Wealth Preservation Planning
• Income Tax Reduction Strategies
• Insurance Planning-provide for your family's future needs

Hours

Cost