My experience and knowledge make me a valuable resource. I have been associated with the AIG Retirement Services companies since 2001. I have also been in the financial services industry for 21 years.
My philosophy is that everyone, regardless of age or net worth, deserves some level of a financial plan. Through the development of the plan, my clients are empowered to make smarter financial decisions which help provide for their family, achieve their financials goals, fund their retirement, or just know that they are "on the right track". The periodic reviews help to ensure they stick to their plan or modify it as needed. The ultimate goal is to get to financial freedom.