Cape Coral Metropolitan Area
While focusing on retirement distribution strategies, I give my clients what their current advisors haven't... their exit strategies. Whether you're a corporate executive or business owner, we all want to know when and how we can retire. That is where I step in and provide the perverbial light at the end of the tunnel. Your finacial life is made up of more than just numbers. I help clients plan for and know what to expect financially and emotionally when it comes to retiring. Has your advisor asked you what your goals are in retirement, what concerns you, what does money mean to you? These play a major role in who you are financially. I am privileged to be used as a Keynote Speaker lecture extensively on financial topics for continuing education to professional groups across the state of Florida. When not helping clients realize their financial dreams, I enjoy spending quality time with my beautiful son. I am an avid runner and love participating in RunDisney. My favorite race of all time was the 2015 Dopey Challenge at Walt Disney World, where I completed 48.6 miles over 4 days. This brings together two of my passions, running and Disney. So, if you want to talk Disney, running, or how to realize your financial dreams, I check my In-mails every day or you can call me on my cell at (239) 410-3597 or email me at [email protected] Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Everwell Financial and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance offered through Everwell Financial.
We deliver a personal touch with compassion for every clients unique situation by creating holistic and customized financial solutions. We partner with clients in a long-term trusted relationship and strive to empower clients to achieve their financial goals and deploy their golden parachute for retirement.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance license #0H28663. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.