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As a professional financial planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Whether you need to plan or invest for retirement, your child's education or to protect all that you’ve worked hard to achieve I am well suited to the task.
I believe that knowledge is the foundation of good decision making. To that end, I take time to learn about my client’s circumstances, experiences and goals. Furthermore, I also focus on educating clients regarding financial matters that will influence them in the short and long term. Taking the time to gather sufficient knowledge is a cornerstone in helping clients make the decisions that benefit them the most and help them achieve their financial success.
As a Certified Financial Planner professional, I can provide clients with a wide range of financial products and services with a focus on retirement planning, estate planning, business succession (exit), pensions, lifestyle and legacy planning.
As importantly, being an independent adviser I am not hindered by obligations, restrictions or conflicts of interest due to working for a proprietary company that dictates use of its own products.