Products and Services. Aligned with YOUR priorities.
Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.
As a financial professional, I can take a comprehensive look at your financial landscape and craft a strategy to help ensure you’re well positioned to reach your goals.
Together, we can explore how you can:
- Help strengthen your financial position.
- Build emergency savings and manage debt.
- Become more Tax Efficient.
- Prepare for an unexpected illness, injury or loss.
- Invest with purpose and manage your assets.
- Explore more tax-efficient ways to manage your money.
- Save and prepare for income in retirement.
- Develop Long Term Care Strategies.
- Plan to pass on a meaningful legacy.
My office is centrally located to help service people in the surrounding areas of Sandusky, Huron, Norwalk, Bellevue, Berlin Heights, Milan, Monroeville, Castalia, Port Clinton, Lakeside, Marblehead, and if you prefer, we offer virtual appointments as well.
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.
