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My Service Philosophy

I am dedicated to helping you achieve your financial objectives for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.


Fee-Based Asset Management Services

Mutual Funds

Retirement Planning

Pension/Profit Sharing Plans


Simple Plans

401(k) Plans



Fixed and Variable Life Insurance

Fixed and Variable Annuities

Long-Term-Care Insurance

Estate Planning

Insurance Needs Analysis

Business Ownership Succession Plans

Education Planning

529 Plans

General Accounting & Tax Services

Financial Statement Preparation

Tax Planning & Preparation

Year-End Planning and Projections

Payroll Services

Business Accounting Services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. (Invest), (Accounting)  |  (909) 606-8988