I offer a wealth of expertise acquired from working with business owners for over 25 years. Whether working with business owners to improve working conditions or working to improve the quality and efficiency of production processes or providing training to employees to improve their skills, the key to fulfillment seemed to have been helping people.
My financial planning practice is about helping people by creating a personalized investment portfolio and a customized financial plan for each individual client and family.
I help clients to both, manage their nest egg so that they have financial comfort and protect the things that are important to them, such as their family lifestyle and their future plans.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.