7001 North Scottsdale Road, Suite 2035Phoenix, AZ 85253
Let’s meet to create a risk tolerance profile and an investment portfolio to pursue your goals.
Tuning Your Social Security Benefit
What Our Kids Can Teach us About Saving Money
Should You Tap Retirement Savings to Fund College?
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
I offer a full library of resources to help boost your financial planning knowledge.
Making Sense of U.S. Household Net Worth
When Do You Need a Will?
Insuring Your Business Against Cyber Liability
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.