5304 South Florida Avenue, Suite 400-BLakeland, FL 33813
A values-based approach
My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs.
What Our Kids Can Teach us About Saving Money
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What is your Risk Number?
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
I offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
5 Smart Investing Principles
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.