Dealing with myself, an experienced, professional Certified Financial Planner (CFP) and a team of specialists you will have confidence and an understanding of where your investment portfolio and financial plan is taking you. As one of my valued clients you will have access to the largest premier insurance providers and an array of the top investment solutions available in the market, to meet and exceed your needs & expectations.  I'm personally committed to understanding your goals and providing you with in-depth analysis and personalized solutions. We take a proactive approach to your wealth plan and you will enjoy quality expert advice and the highest level of professional service from myself. My creative three step process to your wealth is highly effective and provides excellent results while giving you peace of mind most importantly. I'm dedicated to working with you long term to ensure you achieve and exceed your financial goals Specialties: Investment, Retirement, Tax, Education, Insurance, Estate,Cash Flow & Debt Management, Group Benefits Solutions, Corporate Planning, Business Succession Planning