Navigating Your Financial Future with Confidence

Yes. I offer a one-hour no obligation consultation in my office. You do not need to bring your checkbook. It would be a good idea to bring account statements, brokerage and investment statements, tax returns, insurance policies, and estate planning documents with you to the meeting. We can use the time to see if my services will benefit you and if that is the case we will come to an agreement as to the costs of services and scheduling of meetings.

I am compensated by commissions and referrals. Commissions come from any product I might recommend. You are not obligated to act on any of my recommendations.