Both
Charitable & Planned Giving, Comprehensive Financial Planning, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc), Taxation
As an Investment Consultant, I bring several years of experience in the financial services industry. My primary focus is to collaborate with our clients in developing comprehensive financial plans with confidence. Through a strategic partnership, we will address key areas such as investments, insurance, retirement, and wealth planning, always keeping your objectives at the center to help you work toward your short and long-term financial goals.