Welcome to all of you in Florida and Tennessee (particularly Southwest Florida and Southwest Tennessee). I hope that you will find this site useful. It is structured to give you some ideas and to stimulate your thoughts on financial planning for retirement, college savings, insurance, budgeting, and other areas of your financial life.
If you are here, you probably have concerns about your financial future, and are considering work with a financial adviser.
It is important that you work with someone you are comfortable with, and with whom you can share your goals, dreams and needs. I can be that adviser. I am not affiliated with any one product supplier or wirehouse, and am a firm believer in an holistic approach to planning. I will listen to you and help you sort out your financial needs, rather than present a one-size-fits all program. Let's talk and see if I can help you attain and maintain your financial goals.
As a Registered Investment Adviser, I have pledged to put your interests first -what is called a fiduciary. It is a high level of trust, and is more than finding you a "suitable" investment.
Call me at 941-586-3959