FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner^® since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.

See Disclosures

Firm Start Year

No. of Employees

CRD#

Firm CRD#

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Investment Types

Can meet clients in the following ways

Registered Investment Advisor

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Insurance and Annuity Licenses

Financial Organization Memberships

Fee Structure

Minimum Portfolio Size for New Managed Accounts

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures