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.