My Objective

In developing a customized retirement plan, I follow a step-by-step process I call the "02 Equation".  It helps me as a fuduciary to identify your needs and provide solutions for your unique circumstances. 


                     *Planning Tools

  • Tax management
  • Investment management
  • Risk management (Financial and Circumstantial)
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products