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Welcome and thank you for visiting! What, exactly, is “financial freedom”? There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial freedom” to be more than spreadsheets and timetables. It's about having the money to do what you want to do with your life, when you want to do it! It's about having security, peace of mind, and choices. It may be the choice of where to live, or what college your children choose to attend, or what type o
As a financial planner, I can help you answer the questions you may have about your financial future, such as:
We offer financial products and services tailored to your individual needs. My goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can call me at 631-851-5785.