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Bachelor of Arts in Business Administration and French
My Expert Service
Ever feel like the "financial advice" you receive is cookie-cutter or is given without consideration to YOUR personal financial circumstances???? Should you decide to talk with an "advisor," work with a CERTIFIED FINANCIAL PLANNER(tm) like me who can discuss your specific current situation, objectives, financial resources to obtain a direct, straight forward understanding of what it is YOU can do to get the most from your financial situation!!!!
Experience & Qualifications
I have talked with and provided direct financial planning advice to thousands of individuals, families, business owners as well as executives. Topics have ranged from basic financial & life goal articulation to budgeting and debt management to the ins and outs of how to choose life insurance, AND of course I've provided highly detailed retirement planning strategies...and not just "hey, you should open an IRA." I've found that the advice many people receive is given with a myopic product sales-oriented pitch rather than thinking of the effects, benefits and downsides to any one strategy or blend of strategies in managing one's financial situation.