Helping clients pursue their financial goals is my primary objective. There are a lot of options and solutions available, but the first step is to discuss your objectives to develop a sound strategy.
As a CERTIFICED FINANCIAL PLANNER™ professional with Y12 Investment Partners, located at Y-12 Federal Credit Union, my job is to listen and understand your financial circumstances, hopes, and dreams.
I’ve helped a great number of clients to create a methodology designed with a goal of reaching three key financial goals:
1) wealth accumulation during your working years,
2) security and independence in your retirement years and
3) transfer wealth to then next generation.
Specifically, I can help you: to take a look at your current financial picture, provide strategies and solutions to help you in your pursuit to financial security. My recommendations, implementation, and service will be based on what is suitable for you and your family objectives today as well as when your financial needs change through your season of life.
“The best interest of the client is the only interest that matters.” Larry W Carroll 1980