Let’s get you on the path to financial security!
Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you to build the financial security plan that best fits your needs.
Together we will create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
Working with you
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about working toward your dreams and goals.
I am focused on helping you achieve freedom and choice at all stages of life. To do this, I use Freedom 55 Financial’s planning process, which is based on the four cornerstones of financial security and is designed to help you:
- Better understand what financial security means to you by reviewing your current situation and defining goals
- Identify and discuss any roadblocks to achieving your goals and build solutions to get past them
- Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
- Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs