Financial Advisor Dartmouth and the Southcoast25+ Years of Experience and Knowledge You Can Trust
Life isn’t all about money, but it is an important tool for building the life you want. And just like any tool, good results happen when skilled, experienced hands are in control.
For over 25 years, I’ve studied the financial markets, always striving to learn and adapt my knowledge to the new financial “normal” as it’s continually redefined. The result: I know how to make smart investing decisions for every stage in your life, under all market conditions.
And every smart investing decision starts with listening. What do you want out of life? What are you working for? What are your short and long-term financial goals?
I build custom portfolios, trusts, and retirement plans for individuals, couples, families, and groups. I offer access to all the financial instruments you would ever need – including mutual funds, ETFs, stocks, retirement plans (401(k),403(b), IRAs, SIMPLE and SEP) life insurance programs, and annuities.
If you’re concerned about your financial future, let’s talk. Call 508-277-5847 or email firstname.lastname@example.org for a free, no-obligation consultation and risk profile assessment.