Since 1994 (21 years) I have helped take the complexity out of investing and retirement. I specialize with issues such as protection planning, tax reduction startegies, retirement planning, investment management, asset allocation, and estate transfer and preservation. My business is client focused, I am paid by my clients by fee only, fee-based, hourly and offer comprehensive and modular financial planning.
Expertise:
Investment Advice offered through Collaborative Financial Solutions, LLC. A Registered Investment Advisor and separate entity from LPL looFinancial. We are registered to sell Securities and Advisory Services in the following states: Arizona, California, Montana, Oregon, T...
Since 1994 (21 years) I have helped take the complexity out of investing and retirement. I specialize with issues such as protection planning, tax reduction startegies, retirement planning, investment management, asset allocation, and estate transfer and preservation. My business is client focused, I am paid by my clients by fee only, fee-based, hourly and offer comprehensive and modular financial planning.
Expertise:
Investment Advice offered through Collaborative Financial Solutions, LLC. A Registered Investment Advisor and separate entity from LPL looFinancial. We are registered to sell Securities and Advisory Services in the following states: Arizona, California, Montana, Oregon, T...
