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:
I also can answer your questions, including:
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...