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