Financial Planning Services
I offer a range of financial products and services to help individuals and small businesses in the Central Virginia region pursue their financial goals.
Once your goals are established, I develop appropriate strategies and a customized, tax-efficient financial plan specifically for you. I will walk you through the process each step of the way to ensure it meets your vision and objectives.
My services include:
- Estate Conservation
- Insurance Protection
- Retirement Strategies
- Tax Planning
- Wealth Accumulation
I am licensed to sell the following products in the Commonwealth of Virginia:
- Annuities
- Life and health insurance
- Long-term care insurance
- Property and casualty insurance
I have a relationship with a number of insurance companies, so if I do not offer a particular service or product you need, I can help you find the right person who does.