Financial Planning                                                                           30+ Years Experience

Estate Planning                                                                               Tax Planning

Family Resolutions                                                                          Forensic Accounting (Divorce)

Low Cost Portfolios (That's how I invest)                                        Making Financial Concepts as Simple as Possible  

CERTIFIED FINANCIAL PLANNER TM                                                  CERTIFIED INVESTMENT MANAGEMNET ANALYST TM  

CHARTERED FINANCIAL CONSULTANT TM                                CHARTERED RETIREMENT PLANNING COUNSELOR TM

Registered Investment Advisor (Previous)                                     Insurance Licensed (Previous)

FINRA Series 7, 24, 28, 63, 65, 66 (previous)                                Specialist in Hearing-Challenged