605 25 Rd Suite 201Grand Junction, CO 81505
Office (970) 208-9155
A values-based approach
Financial planning requires a deep understanding of my clients' unique objectives, circumstances, and needs. I strive to build lasting relationships, and I enjoy helping people accomplish their goals.
How do you envision your retirement? What steps will you take to get there?
How will you pass your operation to the next generation?
Most family businesses do not make it through the second generation. Do you need a plan to help ensure that yours is one of the few?
What is most important to you?
Let's develop a plan. We'll handle the busy work so that you can focus on what really matters.
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
I offer a full library of resources to help boost your financial planning knowledge.
Why Everyone Needs an Estate Strategy
Split Annuity Strategy
Tell me about your goals. I can help you pursue them. Contact me today to schedule an appointment.