Accredited Estate Planner (A.E.P.)
Chartered Financial Consultant (Ch.F.C.)
Chartered Life Underwriter (C.L.U.)
Registered Financial Consultant (R.F.C.)
Specializes in:
Retirement Planning for the Retired or Soon-to-be Retired,
Survivor Spouse Income Planning, and
Estate Tax and Distribution Planning.
Has been in the financial services industry for more than 40 years. Has the ability to merge Retirement Planning, Survivor Spouse Income Planning, Estate Planning, Income Taxes, Insurance, Savings and Investments into integrated financial strategies.