Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to help your community. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial independence.
Since 1999, I have worked with individuals, private businesses, their owners, and their key people in the areas of retirement planning, distribution planning, business succession planning, capital allocation & investment management, risk management, and employee benefits.
Professional Services
- Retirement Income Solutions
- Investment Solutions and Asset Management
- Estate and Business Succession Planning Strategies
- Survivor Benefits Strategies
- Social Security and Long-Term Care Planning
- Defined Benefit Plan and Pension Analysis
- Personal and Business Insurance Analysis
Professional Qualifications
- Series 6, 7, 65 Licensed
- Life/Health/LTC Insurance Registrations
- (ChFC®) Chartered Financial Consultant
- (CLU®) Chartered Life Underwriter
- (CASL®) Chartered Adviser for Senior Living
- (CEPA®) Certified Exit Planning Advisor
Personal
- Hampden-Sydney College B.A. Political Science, 1990
- Medical College of Virginia/Virginia Commonwealth University, Master of Health