Investment Services Center
About
I am a Certified Financial Planner who enjoys helping people of all ages and resources to solve their financial problems and work toward their individual finacial goals. I work with a lot of widows, newly retired folks and those approaching retirement. I have certifications in college funding and planning, early planning as well as late stage college planning where I help students get accepted into their favorite colleges and get funding so as not to graduate with excessive debt. I enjoy helping beginners learn about finances as well as working with well established investors. There are no minimum investment requirements.
I enjoy being able to creatively solve their financial needs successfully.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
The first visit is complimentary to see if we are a good fit. After that the process depends upon the needs of the client and will be discussed at that time.