About Our Office

Mission

My mission is to help clients protect their assets and position themselves to attain their long-range objectives. My vision is to go back to communities via community activities involvement and charity sponsorship, in addition to be a lifetime financial partner to my clients.

Philosophy

My philosophy is to assist clients in planning their immediate needs while developing a sound financial strategy that can achieve their long-term objectives and to educate them to become informed and proficient stewards of their financial resources. My philosophy is looking into the best interests of the clients and finds total solution for their needs.

Strategy

My strategy is to work as a team with professionals, such as: CPA, Attorney, Broker, Trust Officers and 3rd Party Administrators, and provide the experience and services necessary to create and implement a personal and appropriate financial program tailored to the individual needs of my clients.

Process

I utilize a planning process that helps clients identify their financial needs and opportunities, create meaningful solutions and implements a plan of action.

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Services

I offer quality and value added services and supports, including client policy/plan annual reviews, informative seminars, social networking lunches and In Touch Newsletters on current issues, etc. I am committed to building long-term relationships that are mutually beneficial and I pledge to take care of details.

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Organization

My organization includes General Affairs, Customer Service & Marketing.

Calculators

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Newsletters

  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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