Wealth advisor, Certified Financial Planner, Author, Investment Advisor Representative.
Fee- only. I do not accept any commissions or payments from any companies so there is no conflict of interest on anything I may advise a client. I’ve been successfully investing my own money for over 35 years and work with clients to plan and strategize to meet their personal objectives.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.
Insurance products offered through World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor.
WFG, WFGIA and TFA are affiliated companies.
WFG and WFGIA Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300
TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271