Broker Check

Team Approach


I believe a teamwork approach adds a broader perspective to all that I do and provides increased benefits to my clients.

I may team up with some of your current advisory professionals such as your CPA, Attorney & Insurance Agent to better help address:

  • Home & Auto Insurance strategies
  • Estate conservation issues
  • Risk management 
  • Estate Planning 
  • Health Insurance in Retirement
  • Tax Efficiency Strategies
  • Legacy Planning

I also can answer your questions, including:

  • Can I retire early?
  • Will I out live my money in retirement?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How soon can I retire?
  • What are the pre & post element of retirement?

I have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.

 

Founding member of LR Financial Planners, LLC with 20 years experience in the Financial Industry and a former business owner who specialized in Business profitability through Employee Incentive Benefit Programs, who adds a Christian...

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