
Financial Advisor
Greater Atlanta Area

Financial Advisor
Greater Atlanta Area
To significantly improve the financial security of every client!
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Business and Employee Benefit Planning including 401k Benchmark Analysis. Personal Planning. Estate Planning. Retirement Planning. Life Insurance and Investment Planning.
(Privately Held; Financial Services industry)
November 1993 — Present (16 years 2 months)
Areas of Expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
Personal Needs Analysis
Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
Estate Analysis
You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of those assets after you die.
Business Needs Analysis
Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.
Retirement Solutions
Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
(Religious Institutions industry)
January 1982 — August 1993 (11 years 8 months)
Bachelors , Microbiology
Golf, Hunting, Travel
NAIFA, CLTC
Certification in Long Term Care