I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, raising capital, analyzing market trends, and reducing financial risk.
Focal Points:
Comprehensive Financial Coaching and Retirement Planning, Budget & Debt Management, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Wealth Management, Irregular Income, Financial Consultancy Services; Getting Married, Job Loss, Insurance, Life Planning, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Financial aspects of Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances, personal Financial Planning, Entrepreneurship, Working Capital Financing and Money Management.
My goal? To help safeguard and grow the assets you have worked hard to accumulate. These and my holistic financial coaching system are often the subject when engaged as events' inspirational / keynote speaker. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.