Planning Is Art Services

I am an independent advisor and financial planner and fiduciary.  I sit on the same side of the table with you when looking at your investment options. Your best interest is my only interest. I see you as a part of my family and approach your ambitions and concerns the same as I would one of my own.  I am also an independent advisor, which gives me the freedom to choose your most suitable investment products, focusing on returns and low fees without being hampered by product quotas or limited to only one product line.  

My mission, stated as simply as possible, is:  To empower hardworking people with knowledge and tools to make well-informed decisions for their financial lives.

I welcome the opportunity to speak with you about how I use my skill, knowledge, background and access to a wide variety of products and services to your benefit.

Need someone to look over your shoulder and provide 2+ decades of investment knowledge on your current plan and then advise on how to improve it?  That's one of our most sought after services

Everyone needs it but no one likes to talk about it.  Let's work together to make sure your loved ones are taken care of.

Looking for group health insurance for your company?  Let's pick a plan that works best for your organization.

The basics are my bread and butter and I know exactly how to craft an investment plan to service your current and future needs.  Let's plan this together for your future.

Let's talk about how we get started on your 401k plan for you and or your employees