I know the challenges you face. Besides full financial planning, I assist in finding the benefits you and your spouse are eligible to receive and I have a team to advise on filing VA claims.

 

I've spent over 35 years as a Certified Financial Planner. I was on the Advisor Board of Charles Schwab and Fidelity. I served as CEO of First Financial Planning, a Travelers Insurance Company. And I was CEO of my own investment management company, Investment Selection & Management, Inc. The firm managed over $500,000,000 in client investment assets.

 

Now retired, I dedicate my time and expertise to helping others.