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Welcome to my professional website, where you can begin your financial journey!
My goal is to ascertain your level of experience and understanding, assess your needs and interests, and obtain all the necessary and pertinent information from you so we can match this with the appropriate available financial strategies in the Cetera Wealth Services, LLC marketplace. This marketplace is a wide- ranging cross-section of the global financial landscape, where Cetera Wealth Services, LLC conducts the research and due diligence for us, so that we have competitive choices for all your financial needs.
My 28 years of experience, coupled with the accumulation of broad professional formal education helps me to offer individuals, families, and small businesses: Financial Planning services to establish a written financial action plan , Estate Planning analysis, Retirement Planning solutions, Wealth accumulation strategies, Insurance advice, and Education Planning.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.