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We offer life, health, annuity, critical illness and all insurance and financial planning needs. We provide financial planning for all ages!
A fee-only investment management and financial planning. * Income Production for Retirement * Capital/Wealth Preservation * Comprehensive and Modular Financial Planning * Discretionary Portfolio Management We do not receive any compensation or commission from any investment that's put in your portfolio, or even from any third party provider. We work for you! Our commitment to forming long-term relationships with our customers, supplies the basis of our company's business model. Contact us for a free consultation if you're prepared to find out how working with an advisor on "fee-only" basis can profit you and your financial future.
With over 20 years of experience in accounting, financial planning and budgeting, human resources and business planning, my business is about helping you achieve your goals. I take the burden of accounting, payroll administration, budgeting, etc. off of your shoulders, which allows you to focus on your core competencies.
There are no others like me. The pay.