Helping to Maximize your Tomorrows while Protecting your Todays
I have a deep-seated passion to help people and businesses improve their current situation and achieve their long term financial goals. Prior to joining IPG I was a client for 12 years which gave me a unique client perspective and over 30 years of experience as a manufacturing and financial executive. I changed paths, to help bring clients the same experience that has been so impactful to me and my family.
My focus is in four critical areas of their financial lives; cost efficient wealth accumulation, ultimate protection at the lowest possible risk, cash flow optimization, and a sustainable retirement income plan while leaving a legacy for those they care about. As a result of better positioning in these four areas, my clients can experience better results with factors beyond their control such as: lawsuits, inflation, health incidents, job loss, and market instabilities.
My clients rely on me to provide specialized coordination, direction and recommendations for any financial and economic decision they are facing. Whether as a facilitator or just someone to listen, I am a trusted professional to help clients make better informed decisions in determining their financial futures.
When I am not helping people realize their financial dreams, I love to read, play guitar, garden and tinker around my property. I take great interest in Biblical archaeology and current affairs.
READY TO TALK? If you want to meet to discuss your story and how we can help you find balance, let's get coffee. Call me 215-266-8710 or email me at firstname.lastname@example.org for a no-cost consultation.
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