I believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need. If you want unbiased advice tailored to your financial life goals, this is the right place for you. I am an Accredited Financial Counselor (AFC®) and a Candidate for CFP® Certification. I do not sell any financial products nor receive commissions from any of the products I recommend to you. You can be sure my recommendations are in your best interest and serve the overall goals of a comprehensive financial plan that includes not just investments and insurance, but also income tax considerations, future retirement income planning, cash flow and debt management, maximizing employee benefits, and any educational needs your family may have. I also enjoy working with small businesses to establish low-cost 401k plans to help both the employer and employees access tax-advantaged savings for retirement.
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