Financial Adviser

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Because of the difficulty I experienced in obtaining reliable and actionable advice from the financial media, I decided to learn about the business myself.  After a period of research and reflection, I decided to end a successful 16-year career in the environmental engineering and construction business to become a financial adviser.  Now I use a simplified process that  defines specific steps to help others get a handle on their finances. A great financial strategy is the first step to a great life.
 

Do you have concerns about any of the following?

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Calculators