I've been in the financial services industry for 30 years and have been both a presenter and a panelist before professional and investor groups. Regarding investing, I bring to the individual investor the experience and expertise of a conservative fixed income institutional trader. Based on my background I personally manage client accounts through the selection, purchase and sale of various investment products. There is no additional outside manager to collect a management fee.
Financial Planning encompasses plans for spending, saving, investing, insuring and leaving a legacy for your heirs and if you wish, for the charities of your choice. We provide you with a comprehensive plan to help you meet your financial life goals