As a Financial Planner/Advisor, his goal is to help clients toward achieving their financial goals and dreams, whatever they may be. He enjoys providing comprehensive financial planning services to help individuals and businesses with investment strategies, retirement planning, protection planning, estate planning, and tax reduction strategies. The process involves establishing financial goals, gathering relevant data, analyzing the data, and developing a plan toward achieving their goals. Typically, this involves maximizing financial return within a stated risk objective, minimizing tax liability, and protecting future viability and intangibles. He also enjoys educating his clients to help avoid some of the potential pitfalls and landmines of the personal finance and investing world. Overall, he seeks to serve as an advocate for his client’s financial success.