Helping you plan
a stable future
About ME
Your Exclusive Financial Specialist
Over 30 years I have sat down with thousands of families and helped them organize their money life into a priority focused plan for their family. Plans that simply put first what needs to be first and last what needs to be last. Setting in place an easy to follow road map to provide stability to your life through financial and investment planning
A Proven Approach
While I have successfully provided my guidance directly and personally many, many times for families I've never attempted to put it into writing. Here I will provide the step by step, easy to digest and implement recipe I developed for my clients. Having a priority focused money life is really easy. I want to help you clear away the confusions and gobble-dee-gook so you can have confidence in what you are doing.
Why Me?
What qualifies me to advise you on how to manage your family's money? Simply, it is all I did for over 30 years while working for many firms, in many positions in the financial services industry. At this point in my life I don't work with clients. I left the industry bought a sailboat to go where the winds blow me. So I decided to share here what I know for you and your family's benefit.
Let's Get Started
It is never too early or late to get started on your family's money plan. Start from the beginning reading the blog and I will help you pull it all together into a simple financial and investment planning package.
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