Serving the West Coast - From Portland, OR to San Diego, CA
Since 1992, it is clear to me that very few things concern people more than financial questions. When those questions arise, in good times or bad, it can be valuable to consider someone who can listen and provide answers.
The most important part of what we do is provide a process to look at your overall financial picture. We learn from you about your current situation, learn of your goals, listen to your concerns, consider your investment experience and choices along with whether you have addressed risk through insurance products you may have, then we work together to create a complete financial overview. Then, rather than making isolated decisions, we help you analyze how each new decision might affect your “bigger picture.” We believe this approach helps provide more informed, comprehensive decisions. Becoming pro-active and preparing for the future can create a much better path towards a successful retirement while addressing the surprises along the way.
This site has two aims: The first is to give you more information about me and general information about the basic proces and services I provide clients who decide to work with me.
The second is to provide up to date financial articles, newsletters, and seminars to help you stay current with the ever changing financial world. If you do not find what you are looking for, do not give up. Simply call or e-mail me and ask your question. I will be happy to respond and provide what information I may have available or guidance that I feel may be most helpful.
My hope is that you will bookmark my site, use it frequently, and contact me so we can partner together to work on your financial future.