My Approach

Our goal is to help empower our client´s Knowledge around financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:

- Comprehensive Financial Strategy

- Special Needs Planning and the intricacies involved

- Strategies for Managing Retirement Income & Expenses

- Active Investment Management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401K´s and rollovers from retirement plans.

- Legacy and Business Succession Plans

- 529 College Planning or College Funding

- Life & Health Insurance plans



- Transamerica Financial Advisors, Inc.(TFA), Member Finra, MSRB, SIPC and federally Registered Investment Advisor, offers securities and Investment Advisory Services.

- World Financial Group Insurance Agency, LLC ( In California, doing business as World Financial Insurance Agency, LLC ),
World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products. WFGIA and TFA are affiliated companies.

- WFGIA Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30097-1517. Phone: 770.453.9300

- TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271

- 2963102-0623

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