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I am an Independent Financial Planner specializing in long term insurance and investment across a wide range of financial solutions. Using our proprietary goal-based planning process, the Goal-Development model, I assist family providers in achieving their lifetime financial goals while growing and maintaining their wealth.
Building your dynasty and creating a legacy is a journey. It can be daunting to walk this journey alone, so why settle for anything less than a committed wealth planner whom you trust will guide you to providing for you, and your family in times of celebration, times of hardship and life changing events? Regardless of where you are in your journey – at the beginning, in the middle or approaching your golden years – you can have the support needed to help you leave your legacy.
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