As a CFP® & Financial Advisor, I help secure my client's present and future, (& try to make-up for mis-steps along the way).  I do this through complete financial analyses and comprehensive plans.  It's the only way I feel it works.  At times, I also provide transactional services, but it's far less than optimum to offer incremental product solutions, without addressing a master plan.  Either way, I exercise a holistic approach considering possible taxable, tax deferred, or tax free accounts1.

Real world solutions to real world needs: my role is a trusted professional; someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

I take a measured, thoughtful approach - one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations and advice will be.

Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges - like paying off your mortgage or retiring early - can be accomplished.

Step 3: I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.


*As a Financial Adviser with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and Registered Representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or both.
1Neither New York Life Insurance Company nor its agents or affiliates rovides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.