Some of the questions people often ask me are along the lines of “how are we doing” ... “are we on the right track” ... or ... “what else should we be doing?”
When it comes to creating a solid financial plan, the questions might be similar, but the solutions can't be one size fits all. The answers can be very different from one client to the next depending on their starting point and goals.
My job is to help my clients create a roadmap that leads to financial freedom and continue to provide guidance throughout the journey.
How can I help you realize your financial dreams?
On my website you'll find a wealth of information in the form of articles, calculators, and research reports. Please remember to visit often, as the content is constantly changing. For help with your financial management, or for more information on Equitable Advisors, please contact me today.
Licenses & Education: B.S. Accounting University of Illinois at Chicago, FINRA Series 7, Series 66, and Series 24 registrations, Pennsylvania Health Accident & Life Insurance, Wharton Certification in Retirement Planning.