What are we good at?
Financial Planning
Estate Planning
Family Resolutions
Low Cost Portfolios (That's how I invest)
CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL CONSULTANT™
Registered Investment Advisor (Previous)
FINRA Series 7, 24, 28, 63, 65, 66 (previous)
30+ Years Experience
Tax Planning
Forensic Accounting (Divorce)
Making Financial Concepts as Simple as Possible
CERTIFIED INVESTMENT MANAGEMENT ANALYST™
CHARTERED RETIREMENT PLANNING COUNSELOR™
Insurance Licensed (Previous)
Specialist in Hearing-Challenged