I have been a Financial Advisor since I retired from the military in 1997. My mission is to empower individuals to make educated financial decisions that improve their lives and the lives of their families. I do this through comprehensive financial planning that is focused on growing their net worth, realizing the potential of their investment resources, and managing risk as they pursue their financial goals.
The financial planning services that I have provided for the last 23 years has helped families pursue their personal financial goals for portfolio growth, college funding, retirement planning and successful budgeting of today's income. I also look at financial contingency planning when an individual or their family suffers an unforeseen financial hardship. This has been one of my most important and satisfying aspects of being a financial advisor. Seeing a financial hardship turn into a manageable situation.
Investing involves risk and there is no assurance that any strategy will be successful. (10/20)