With over 29 years of experience as an Executive Financial Consultant, I've learned that doing what's right for the client is what matters most to me. Working with individuals, families, and business owners, I develop tax saving and investment strategies that build wealth. I analyze insurance needs to ensure adequate protection is in place in order to shield assets and leave an estate. I assist individuals in their retirement years putting strategies in place to maximize government benefits. By organizing a sound estate plan, I help them keep wealth in the family.