Ive been a financial advisor for over fifteen years and opened what is now Lifetime Investment Solutions in 1997. I am committed to putting quality service and objective advice first. I offer clients financial services in a variety of areas, including: Retirement Planning Investment Portfolio Analysis College Planning Estate Planning Over the years Ive taken a four-tiered approach to planning - whether your dream is to start your own business, send your child to college or simply afford a comfortable retirement. This approach includes: Discovery Where we identify what drives you Planning To translate your unique dreams and aspirations into a customized action plan. Strategies There are thousands of options, but only one portfolio that fits your plan. Monitoring Life is not static and neither is your plan. I will help you stay on top of your game. I ask the right questions and listen closely to your answers. I then provide guidance and advice along the way, monitoring your progress and making adjustments to your plan as needed to ensure you stay on track. 