My Qualifications

A Financial Professional You Can Trust

 
In this highly sophisticated and rapidly changing financial environment, it is critical that individuals and businesses preserve and enhance their current financial resources while preparing for their financial future.  This requires careful strategizing and prudent management of one’s financial assets.
 
Because this is true, I believe in an investment strategy that combines suitable investments into a diversified portfolio that our clients will be able to live with for the long term. I do not incorporate market timing or day trading strategies, as I believe these are dangerous to your financial health. I help pre-retirees and retirees with their financial planning in three key areas: Tax Reduction, Estate Planning, and Investment Planning. The goal is simple; I help manage you through the different risks associated with preserving and growing your assets so that I can help you reach your objectives, whatever they may be. Being an independent financial planner allows me the freedom to choose from a broad array of products and services. There are no proprietary products I must represent for my clients. This gives us extraordinary freedom to do what is the best interest of our clients.
 
I pride myself on providing prompt, personal and highly professional services. I am committed to meeting all of our clients’ financial needs now and in the future. In addition to professional service, I educate the public regarding investment matters by writing a monthly column for the Downriver News Herald, a well-known publication reaching 85,000 homes and businesses.
 
I have a series 6, 63, and 65 registration with a life and health insurance license.  I maintain my resident license in the state of Michigan.  However, because some of my clients have moved to other states I am also able to provide services in those states.