Helping You Obtain Financial Stability

Everyone wants to live a beautiful, fulfilling life. That’s why everything we do is designed to give you freedom to spend more time doing what you love with the people you love. Through our customized, comprehensive financial planning, we help you develop your vision for the future while protecting what you already have today - allowing you to breathe easier and enjoy your life. 

We specialize in working with business owners, executives and medical professionals, self-employed individuals and families, offering:

Comprehensive Financial Planning Including:

  • Life Insurance Protection
  • Disability Income Protection
  • Long-Term Care Insurance Protection
  • Retirement Planning
  • College Savings Programs
  • Business Succession Planning
  • Funding Retirement Planning
  • Estate & Legacy Planning 

Yo hablo español. 

Please see my article in Latino Leaders magazine.

Get a financial plan that prioritizes what's important to you

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

We make sure all your financial puzzle pieces fit together

You may have all the pieces but if they don’t fit together your financial vision might not be a completed picture.

What we do best is taking a step back, organizing the puzzle pieces, and helping our clients figure out what the puzzle is supposed to look like when it’s put together correctly.

If any are pieces missing,  we’ll find them. If they are shaped wrong, we’ll fix them.  If they are in the wrong spot, we’ll move them. Our mission is to bring your financial picture to life.

financial puzzle pieces

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

I would love to talk with you about your specific financial planning needs.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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