Loading planner profile...
My Approach
We specialize in providing financial planning advice to mid-career and pre-retiree federal employees.
The Clients I Serve
GenX, Government & Military, Millennials & GenZ, Pre-Retiree
Major Milestones I Specialize In
Compensation Changes, Early Retirement or Financial Independence, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We offer three programs to help clients on their path to financial success: an Initial Financial Plan to map out major goals and concerns, Ongoing Service to provide guidance and accountability as new financial obstacles arise, and optional Investment Management for clients who want to avoid the day-to-day hassles of managing their own portfolio.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.