Why Us

An Objective Approach To Problem Solving

Critical to my "needs-based" approach is my ability and commitment to listening and asking questions. I get to know my clients and to understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four step process to help you feel confident in solving your financial problems:

  • Analyze

    Before I recommend any product and/or service, I ask questions and get a clear understanding of your circumstances and financial objectives. I then analyze your insurance and investment portfolios to identify gaps that may exist.

  • Recommend

    I will provide you with suggestions to fill in the gaps or to help you work towards reaching your objectives more efficiently.

  • Implement

    If my recommendations make sense to you, I will work with you to implement them and help you obtain the required products and services.

  • Review

    Because your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.