Insurance Agent & Financial Adviser **
Today's investment climate offers unprecedented opportunities. Our financial adviser ** will help clients take advantage of those opportunities by providing them with three key tools:
* A clear understanding of their financial goals
* A well-defined financial plan for achieving those goals
* Ongoing advice to help adjust their financial plan when their needs change
Our services cover all areas of financial management, from investment and retirement financial planning to risk management and estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are conveniently located just off of 675 at the corner of Alex-Bell and 48. We serve Dayton Ohio, Beavercreek, Springboro, Middletown, Lebanon, Centerville, Oakwood, Kettering, Brookville, Cincinnati Ohio, and surrounding areas.
Contact Us
Please feel free to contact us with any questions.
Videos
We have interesting videos for you to watch on my site.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.