Broker Check

Individual Financial Planning

No two investors are alike. Your life keeps changing. The markets – and the world – continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

The best financial plan is one that's specifically designed to help you manage issues like cash flow, retirement income, tax strategies* and business succession planning. This kind of planning doesn't happen in a vacuum. One-size-fits-all approaches can't provide the kind of personalized strategies you deserve.

A financial plan that's personally focused is the best way I know to help you navigate an environment that's increasingly complex and chaotic. By devoting enough time to get to know you and listening closely when you articulate your goals, I can understand your aspirations, determine your tolerance for risk and assess the complexities that affect your finances. Only then will I be able to work with you to review your assets, liabilities and income and begin to tailor your customized plan. 

Personal attention is my commitment to your success.


*Summit Brokerage Services, Inc., its affiliates do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.