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Planning for your future. 

Whether you are planning for your child’s college education, your retirement, or you want to make sure your estate plan is comprehensive and complete, I can help. As a  financial advisor I often find that people are not sure where to start when they are looking for advice.  I offer free consultations with meeting times to fit your schedule.  

To schedule an appointment call 740-773-3331 

Retirement is a process not an event:

I like to start working with clients months before they plan to retire so that we can develop a retirement plan that fits their needs. Coming up with reasonable goals and finding the right mix of investments to help reach those goals is not effectively accomplished in one  meeting.  I like to meet periodically over the months leading up to the date of retirement to answer questions  assist in completing forms and make sure nothing is overlooked.  

Five steps to reach financial independence:

Set Goals: This is the first step in getting to where you want to be.  Whether your goal is retiring early,   retiring at full social security age or funding an account to buy a vacation home upon retirement, this is where the process starts.

Prioritize your Goals: Defining which goals are the most important to you and your family by putting a value on them.

Initiate a Plan: Based on the goals that you have set, this step could be considered the most important.  As an financial advisor I will help you come up with ways to make your goals become a reality.  From recommending specific products to coming up with ways to help you save or be more efficient with you financial life, this is what I specialize in. 

Review and Update:  Periodically I prefer to sit down with my clients and review the progress we have made based upon the plan we have put in place. We all know that things do change over time and this is a great time to address those changes and update our strategy to fit your current needs if need be.

Financial Independence:  By taking the aforementioned steps, hopefully we can get to this point.  This step will mean different things to different people. For some it may mean not having to work ever again. For others it may mean having zero debt. Whatever your true meaning of financial independence is, I would be honored to help you achieve it.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck