I am a comprehensive financial planner who helps clients make more efficient financial decisions. developing a custom financial plan we focus on cash flow, debt management, cash reserves, investment allocations, education planning, retirement planning, review all of your insurances and estate plan. For most of my clients they don’t need more financial products they need better strategies to help them reach their goals. By developing a detailed plan we can find the inefficacies to get you on track. I have been doing comprehensive financial planning for 21 years and currently have a 99% client satisfaction score for the practice. I will work in part with your tax advisor, mortgage broker, insurance agent and estate attorney planning attorney to make sure your goals and strategies are in sync with your financial plan.
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2507 Post Rd 3rd Fl Southport CT 06890