Assisting Federal and Military employees and
their families prepare for Retirement and Estate Planning by thoroughly reviewing & educating
the employee on their federal and/or military benefits. We then create a personalized
financial plan to guide their family each and every step of their pre-retirement
and post-retirement transitional process. We are licensed in AL, AK, AR, CA,
CO, FL, HI, GA, IL, IN, KS, KY, MA, MI, MO, NJ, NY, OH, OK, OR, PA, SC, SD, TX,
VA, WA, WI, WV, WY
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): CFP®, CLU, FPS
Education/Area of Study: Masters in Financial Planning from
The College for Financial Planning
Associations and Affiliations: Financial Planning Association
Experience:
I have / The office has been providing financial and/or related advice to clients
for 20 years.
How I/we charge clients for services:
X
Fee for Financial Planning
(initial, hourly, and/or retainer)
X
Fee based on percentage
of assets managed; percentage ranges
X
Commissions, trail fees,
redemption fees, account fees, etc.
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Other:
Financial services provided:
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Tax preparation
X
Comprehensive financial
planning
X
Investment and asset management
X
Insurance
X
Elder and long-term care
planning
X
Estate planning
X
Retirement planning
X
Cash management and budgeting
X
Stock and bond brokerage
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Other:
Specialty: For over 20 years we have specialized
in Federal and Military employee's benefits. We offer active management of your
TSP, along with comprehensive financial planning.
I am (or my firm is) registered with the SEC as an investment adviser. No If so, in what states?
Number of employees who work in your office/firm:
---
1-5
X
6-10
---
11-50
---
51-99
---
100 or more
My affiliation with the office/firm:
---
Owner/Partner
---
Employee
---
Independent Contractor
X
Other: Second Vice-President
- Wealth Management
Broker/dealer affiliation:
---
No affiliation
X
Affiliated with Smith
Barney a Division of Citi Global Markets, Inc.
The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net.
