A strong planning process is the best way to create a more financially stable plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and help build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial stability: asset protection and wealth creation. A plan must help ensure financial stability throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial security planning approach is designed to help you:
Contact me today to find out more about my financial planning process and learn how a sound financial plan can help you pursue your goals.'
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Designing your investments to meet your long term goals using an open architecture of choices with no proprietary funds.
Empower women to take charge of their finances and take control of difficult transitions.
Disability Income Insurance
As a Certified Divorce Financial Analyst™, I can help you understand the financial impact of divorce and plan for your future.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Saving for College
"What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others." ~Pericles
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
firstname.lastname@example.org | (818) 730-5159
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.