Helping You Plan Your Financial Future
Hello and welcome to my website! I am a Financial Services Professional serving the Greater Athens, GA and surrounding areas. I specialize in helping small-to-medium size businesses, families, and individuals. In working with the business owner, families, and individuals I primarily focus on their risk management and wealth accumulation needs.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to have life insurance, disability insurance, or long term care insurance. You may need to fund your child’s college education or guarantee your own retirement security. Business owners may need to create a business succession plan or a business exit strategy. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.