Products and services. Aligned with your priorities.
What type of guidance do you need from a financial perspective?
I may not be the right financial advisor for everyone, but if you are interested in learning and working toward creating a sound financial plan, we should talk.
The truth is, putting together a comprehensive and concise financial plan takes alot of work, But the results are well worth the effort.
I apply a holistic approach when it comes to providing financial guidance, including:
- clear and basic steps toward achieving your financial goals;
- a protection plan to help you prepare for the what-ifs in life;
- practical knowledge from subject matter experts who can help address distinct areas of your financial plan, as needed;
- an opportunity to use the blessings of God to make a true impact on the world, as you discover financial freedom;
- years of experience working with people from all walks of life, encouraging and guiding them in their financial decisions; and.
- someone who genuinely cares about you and your specific situation.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
