Our philosophy is simple. We want to provide the best people-first service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.
Communication is the basis of our client relationships. We listen to your needs, and will give you individualized advice about your accounts. We monitor your portfolio and schedule reviews to inform you of its progress.
We believe you are entitled to the professional and personal advice of a Wealth Partner whose philosophy and style of doing business are compatible with your own.
We commit to making financial recommendations that are consistent with your timeline, financial circumstance, risk tolerance, and on track with your goals.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in building a partnership with our clients and understanding exactly what you need to develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to work towards both short and long-term objectives.
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
Thoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care.
Feel confident in your strategy and receive insight into alternative approaches of which you may not otherwise have been aware.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
Save, invest, and pass on wealth to the next generation. I will help you write a life insurance contract focused on your financial legacy goals.
Individual and Corporate Bonds
Exchange Traded Funds (ETFs)
Unit Investment Trusts (UIT’s)
Separately Managed Accounts
Real Estate Investment Trusts (REITs)
Fixed and Variable Annuities
Long-term Care Insurance
401k and Other Retirement Plans
IRA Rollover Services
Traditional and Roth IRAs
College Education Planning and 529 Accounts
Choice Wealth Team
The most important thing you can do to help secure a financial future that aligns with your goals is to begin planning today. Let us help create a plan customized to meet your goals. Email or call Choice Wealth Advisor today.
Director of Wealth Management
CLU, ChFC, LUTCF