I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Personally, my wife Jen and I recently moved to Brookfield, Ct where we plan to raise a family. My son Jackson is two and he's as energetic as he is funny.
As the great Ferris Bueller once said, "Life moves pretty fast. If you don't stop and look around once in a while, you could miss it."
Area(s) of Focus
- Insurance Strategies
- Investment Strategies