Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help strive for your financial goals, you need not only a clear vision of what you want to pursue but also the proper toolkit and an experienced guide. As a Financial Planner with Prudential Advisors, I specialize in comprehensive financial planning services for a fee. Throu
ghout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan. My financial planning services cover:
• Retirement planning
• Education planning
• Estate planning strategies
• Risk Management
• Insurance Needs
• Investment Planning
• Funding for a Major Purpose
• Current Net Worth and Cash Flow Statements
Licensed to sell Health insurance in the following state(s): AZ, HI, OR, WA
Licensed to sell Life insurance in the following state(s): AZ, HI, OR, WA
Licensed to sell Property & Casualty insurance in the following state(s): AZ, HI,
"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. The availability of other products varies by carrier and state. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.
