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CFP®, AIF
Broker Affiliation: Lincoln Investment
Languages: English
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
High Earning First Generation
It takes just as much hard work and intentional planning to keep wealth within a family as it did for the first generation wealth creator to build it. Generational wealth is not just created it is also protected, be design.
Retirees or Seniors
You've worked a lifetime to build wealth that can provide for you and your family. Take time to seek guidance for all the decisions that lead to a successful retirement and wealth transfer to the next generation.
Women & Female Leaders
Financial security and independence doesn't happen by mistake but you don't have to go it alone. We're here to help educate, inform, and guide you down the path to financial freedom.
Retirement Planning
You've worked a lifetime to build wealth that can provide for you and your family. Take time to seek guidance for all the decisions that lead to a successful retirement and wealth transfer to the next generation.
Sudden Wealth or Inheritance
Your wealth is the foundation for the life and legacy you envision. Connect your assets today to the purposeful future you want for your family.
Widowhood
Financial security and independence doesn't happen by mistake but you don't have to go it alone. We're here to help educate, inform, and guide you down the path to financial freedom.
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
We provide investment management and financial planning services to a select group of individuals, families, and business owners. We accomplish this by integrating personalized financial planning services with innovative investment platforms. We believe that wealth is more than a net worth statement. Our advisors' process begins by developing an understanding of who our clients are personally and professionally so that our advisors can help them integrate their financial objectives with their personal goals in a manner that helps enhance life’s journey.
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com AnchorPoint Financial, LLC and the above firms are independent and non-affiliated.
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.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$0
Investable Asset Minimum
$500,000