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My business is based on an approach to offer personal and one-on-one service . 39 years assisting and advising individuals with investments, financial planning, and retirement planning. In addition to my experience, I am a Certified Financial Planner (CFP®), Retirement Management Advisor (RMA®) and Chartered Retirement Planning Counselor (CRPC™).
I am bound to a fiduciary standard and must put my client’s interests above my own. As a “fee-only” advisor, I do not sell products and I do not receive commissions, trails, or referral fees from any sources. I work solely for my clients and I am only compensated by my clients .