Financial Planner


Our goal is to help individuals and small businesses examine their immediate and long-term financial condition to appropriately use their savings, income, and make investments. Analyze financial conditions to determine risk, reward, and opportunity.

How this is accomplished

  • Preparing financial and business related analysis and research.
  • Drafting consolidated forecasts and budgets and analyze trends in revenue, expense, capital expenditures and other related areas.
  • Developing financial review.
  • Devising debt liquidation plans that include payoff priorities and timelines.
  • Implementing financial planning recommendations.
  • Determining clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Monitoring market trends.
  • Making recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
  • Reviewing clients' accounts and plans regularly to determine life changes that would affect financial strategy.
  • Meeting with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Financial Planning is offered through LPL Financial, a registered investment advisor.