Frequently Asked Questions

Q. How do I contact you?

Call: 916-669-1672 or 1-800-621-8353
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Q. How do I schedule an appointment?

Complete and submit the Appointment Request form. You will be contacted to schedule a planning appointment. Or call 1-800-621-8353

Q. What makes you different?

1. I have over 20 years investment and financial planning experience. I continually strive to help my clients attain their financial and retirement goals.
2. I further my education and keep up to date by attending classes, workshops and seminars, through extensive research, and consulting with industry leaders.
3. I am truly independent. I am not beholding to any insurance company, bank, credit union or fund company. I represent you, the client.

Q.What is the significance of RetIRAprep®, The DROP PLAN Advantage®, PASS® and your other registered planning processes?

I created these signature planning processes to assist me in better meeting the retirement, financial and investment needs of my clients. These planning processes, taking into consideration changing economic and financial conditions, are continually reviewed and refined in order to meet the changing needs of my clients.