We help clients, in all stages of life, to carefully weigh their options. Together we tackle tough questions and navigate complex situations. Then we formulate a plan so they can grow with confidence. Ultimately, my job is to empower my clients to make decisions that are right for them and their families. No one can predict the future, but through comprehensive analysis, we can help you prepare for it. Specialties: Personal Planning - Estate Planning - Retirement Planning - College Funding - Insurance Planning - Charitable Giving Business Planning - Business Continuation - Executive Benefits - Key Person Protection - Retirement Planning - Business Succession Planning Employee Benefits - Voluntary Payroll Deduction Programs - Group Retirement Plans - Group Insurance (Term Life, Short-Term, and Long-Term Disability) Investment Advisory Services - Personalized Financial Plans - Investment Management Licensed in the following states: CO, CT, DC, DE, FL, ID, IL, MD, MI, MO, NC, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV