About

I'm a Certified Financial Planner TM with 20+ years of experience assessing client's personal finances and investments. Most clients have between $250,000 and $25,000,000 of investments and are seeking to generate sufficient retirement income for themselves and their families, have sufficient life insurance, or seek professional portfolio management to grow their investments. For businesses I work on their 401(k) plans to provide attractive plans that encourage participation and comply with Department of Labor guidelines. www.FINRA.org www.SIPC.org Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and 1406 Financial are separate entities from LPL Financial.

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