Company Objectives & Philosophy

Wealth creation, preservation and asset distribution are my primary areas of focus. Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities.

 

In my practice I assist business owners, professionals and individuals with risk management, wealth creation, asset preservation and ultimately, asset distribution. In simplest term, I am qualified to offer advice and recommend product purchases to help you achieve your financial goals.
 

Almost everyone has his or her own unique and specific financial goals. However, in general, most clients want to be able to pay for their children's education, be free from a mortgage when they retire and enjoy their retirement years with financial independence. Perhaps these are some of your objectives, too?

In my practice I strive to help clients accomplish goals in a consultative manner through information gathering, goal identification and data analysis. It is only then that I am able to offer appropriate recommendations and implement personalized strategies. Periodic reviews are important as goals may change and adjustments may become necessary due to life changing events or other circumstances beyond our control.

Various types of insurance products, such as life insurance and long-term care insurance help to manage our daily risk, while investment products, like mutual funds, annuities, individual stocks and bonds are excellent funding vehicles for Individual Retirement Accounts (IRA), non-IRA's and Qualified Plans (401k, 403b, and (SEP) Simplified Employee Pension) to help grow assets for the future.