Retirement Planning Specialist

I have spent my 31 years of work experience assisting people develop strategies that help solve their problems while approaching every opportunity with value-added propositions that position clients to exceed their goals and objectives. I built my financial advisory practice around three "R"s.  These three "R"s set me apart from most other financial professionals and are the basic tenants of my practice.

The first "R" stresses the importance of the "Relationship". 

I have established strong relationships with a select team of tax strategist/CPAs, estate planning specialist, credit/banking experts, charitable gifting advisors, commercial real estate agents and insurance consultants that establishes me as a financial services strategist. My clients become a part of my extended family and I work hard to maintain and utilize the financial relationships that both my clients and I have built to address their financial goals and objectives. I also bring my clients’ existing financial partners to the table to ensure everyone is in agreement when executing critical phases of my client’s financial plan.

The second "R" represents reliable “Response".

I make sure my clients know I will be there for them when and where they need me no matter what day or time. There is much more to this business than conforming to business hours when someone needs financial advice or help. Every client request is assigned a response timeline that is strictly adhered to.

The final "R" is for continual "Review".

I continually review my training and education plan to ensure I add relevancy to my credentialing and knowledge base. This will allow me to consistently deliver value and quality advice to my clients and the other financial professionals on my team.  Periodic reviews and education will also help my clients understand the relationship between their portfolios and the economic and financial environments they exist in at any given time.

Simply put, establishing strong professional and client relationships, ongoing professional credentialing, education and client reviews and dependable response systems are critical to establishing credibility and developing effective strategies for the myriad of financial challenges my clients face everyday, prior to, at and beyond retirement.

Note: AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances