Tax Planning, Financial Planning, Insurance Planning Insurance_planning Tax_Planning Divorce_Planning Financial_Planning kfinn

I provide comprehensive financial planning services and take a "big picture" approach to planning. My process encourages significant client participation in the analysis of the current situation,goals, problems, and ultimately arriving at a prioritized financial "to do" list. I understand that life takes many twists and turns and so I take a "process" approach and encourage clients to keep in contact with me as various life opportunities present themselves. By working independently, I can provide the widest selection of products to my clients.
Please contact me to set up a complimentary meeting to get acquainted.