My Mission Statement

My MISSION is to uncover your needs, objectives and install the best financial products within the framework of a compreheneive financial plan.

As a CERTIFIED FINANCIAL PLANNER©professional I am required to be a "FIDUCIARY" for my clients.

I am a "NO FEE" financial planner.  You pay no money directly to me.  I earn my keep only from the comissions paid by the excellent products I recommend but which you have no obligation to purchase.

I want this website,  to be a learning source and a "INFORMATIN CENTER" for you.