Colonial Times Magazine

Personal Attention
Few things are more personally satisfying than helping another person. And to me, being personal is what it’s all about. I believe in providing one-on-one service, whether it’s in my office - or the privacy of your home. I make the time to listen to your needs and goals and give you personal "financial diagnosis" in language that you understand. Together, we will design and implement a plan to achieve your goals. Like it or not, you will become much more educated about your investments and overall financial situation, because it’s through this understanding you’ll be comfortable and in control. I realize that my level of service might seem a little unconventional. But why should you expect anything less than personalized, one-on-one attention when it comes to your financial security?

There is a reason my office is in Lexington. When you have questions and concerns, it's nice to stop in for a cup of coffee and discussion. I believe it's important to live and work in the same community as my clients. It might not sound like a big deal, but I believe that by knowing the community, I can better understand your needs. When we live side by side and see each other around town, it makes me more connected and more accountable than someone you only know over the telephone.

• Stocks, Bonds, Mutual Funds, CDs, and Annuities

• Life, Long-Term Care, and Disability Insurance

• IRAs, Roth IRAs, 401k rollovers, 529 Educational Savings plans

• Retirement plans for your business or organization (401k, 403b, etc.)

• Complimentary financial planning for every client