Custom plans for every single stage of life.

We create financial strategies tailored to your goals.

 

 

 

Did you know???

You likely grew up with me on the Radio! Heard from Lansing, Grand Rapids, Buffalo, Cleveland, Miami and beyond. I have been blessed to have decades-long lasting friends and relationships.

The move to Investing: In 1989, I started a life-long journey learning everything I could absorb about Investing.  Going to the library to study Value Line ... reading The Wall Street Journal, Forbes, watched or listened to Bob Brinker, Louis Reukeyser, Ric Edelman, Kiplingers, Money ... everything I could get my head around.

The early experience taught me the responsibility of caring for people's assets.  AND how to respectfully make sure people receive top service and immediate response and attention.

 

Now let's PLAN for your future!

After radio (2012), I made it official. I obtained my multiple securities and insurance credentials and licenses.  Most importantly - as a Financial Advisor, I am a fiduciary. As a suggestion do not take investment advice from someone who is not a fiduciary.

Some Important Things We discuss:

  • What has your attention at this moment?
  • What are your goals, dreams and needs?
  • How to Create Retirement Income. 
  • Will you have enough for each goal?
  • Do you worry about your investments?
  • Would it help to review your financial plan?
  • Let's maximize your Social Security.
  • Health Care costs now and when you are older.
  • How to avoid Being a Burden to Your Children.
  • Your Legacy - How do you want to be remembered?
 

 

 

With a PLAN, you can relax!

Financial Planning should not feel like a visit to the dentist.

Tell me, are you saving enough?

Do you have a number? I.E., "I want to have $$$$$ by (age)."

  • When would you like to retire?
  • Or maybe you want to simply work part-time
  • on your own terms.

You and I are going to plan for:

  • Your Needs (basics for living)
  • Your Wants (including goals and dates)
  • Your Dreams (Do you want to travel?)

We will create a well-defined roadmap for achieving those goals. Once you have your roadmap, we can directly access your master plan to tweak and update it, create scenarios, adjust saving and spending to changes in your plans. Your Financial Plan can easily be updated.

Strategies Tailored To Your Family's Needs

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Working with a team of professionals at Voya Financial Advisors, you have years of experience  in financial services at your fingertips. We can help you today and for many years to come.  Are you excited about starting your journey?

Learn more

My Money

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Services

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Portfolio Review

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...

Something Keeping You Up at Night?
Should we talk about your Financial Goals?

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