About

I am an advisor who works to keep you off "the financial rocks". One who helps you preserve your resources from unpredictable "financial storms". People who allow me to help them know they have spent a lifetime accumulating assets that provide security and flexibiblity for their reitrement years. They do not want to squander their savings. They have spent a lifetime building a legacy and desire to leave that legacy for their loved ones. They want to protect what they have from unnecessary loss. Those who are speculators and gamblers - I cannot help ! Those looking for "quick riches" - keep seeking "your pot of gold" and chasing that rainbow with some other "advisor". I am not a storyteller who fills your head with unrealistic probabliities. Those who are prudent thoughtful and balanced - I can help ! I will help you incorporate the appropriate tools that help you manage and preserve your "Lifetime Earned Resources". The tools you choose will benefit both you and your loved ones.