By working with my experienced team of specialists in tax and estate planning, securities and investments, and mortgage and lending, I endeavor to bring clients to a better financial position than when I first met them. The tailored, well rounded plans will meet both your short and long term financial goals, and will always put your needs first, creating a lifetime client through honesty and integrity. The strategies implemented may be complex, but the way I explain it is not. Understanding that wealthy investors have, on average, three financial advisors, I would like to sit down with you and discuss why it makes sense for me to be one of those.
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.