With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
As a Financial Consultant and retirement benefits specialist of tax shelter plans since 2006 and an active volunteer in several Northeast Ohio communities, I am dedicated to helping people build solid financial futures.
Over the years I've learned that most clients are overwhelmed by the complexity and scale of financial planning. They need guidance to focus and clarify things, sort through all the options and identify what they should do next. My practical approach to alleviate financial anxiety is to consider your specific financial goals and investment objectives. Working together, we will formulate a strategy to help you address your goals. This customized financial plan of small, manageable tasks will point out the key next steps that will keep you moving toward financial security and prosperity.
The focus of my business is retirement planning and estate planning strategies for individuals and businesses, with a core group of clients consisting of public school educators, public service professions and non-profit employees. I am committed to helping my existing and prospective clients better understand their retirement plan options and investment choices so that they can make informed decisions regarding their benefits.
Thank you for visiting and I look forward to working together in the future!