Helping people is in my blood. Helping people build their financial future is my expertise and my passion. 

I help you plan for financial risks that we all face: dying too soon, being physically or mentally unable to do your job, or living longer than expected.

Services I offer include investment and advisory planning, insurance planning, and exit strategies for business owners.

In addition, I maintain strong strategic alliances with tax and legal professionals, and also with Medicare, life, disbility and long-term care insurance planning professionals with extensive experience,  and commercial and property-casualty insurance agents.
 

 A more detailed list of what I can help you with:

Financial Planning Services - offered through Axiom Advisors, LLC, a Registered Investment Advisor: www.axiom123.com
 


Investment Advisory/Planning Services - offered through Cambridge Investment Research, Inc.

  • Comprehensive Financial Planning
  • Risk Management Assessment
  • Retirement Planning Analysis
  • Income Budgeting
  • Education Savings Planning
  • Portfolio Analysis
  • Corporate & Individual Retirement Plans
  • Estate & Wealth Transfer
  • College Savings Accounts (529 Plans)


Insurance & Business Services

  • Long Term Care Planning
  • Life Insurance Planning
  • Disability Income 'Paycheck Insurance' Plans
  • Income & Capital Protection Strategies
  • Policy Audit & Analysis
  • Business Succession Planning
  • Buy/Sell Agreements
  • Deferred Compensation Strategies
  • Key Person Coverage