At Financial Harmony Designs we focus on aligning the finances of our clients with their core values.
We address the following questions: Do they have the right kinds of protection against the risks life can throw at them? Will they have enough income to maintain their desired lifestyle? Are they taking full advantage of regulations to minimize the bite of taxes? Are their investments positioned to maximize returns at a comfortable level of risk? What kind of legacy do they want to leave?
Addressing these questions form the core of a true financial plan.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Enjoy the fruits of your labor. Financial Harmony Designs will help plan for your retirement and excite you for what’s to come.
Rising education costs require a forward-thinking plan. Financial Harmony Designs can help you prepare for one of life’s biggest investments.
We believe small businesses are the backbone of America. At Financial Harmony Designs, we do our utmost to help your business thrive.
What are your financial concerns?
Years of experience have prepared us to guide you through life's transitions.
Having worked in financial services since 1988 and with the professional designations of ChFC, CLU, and LUTCF, he can help you address your needs of today and for many years to come. We look forward to working with you.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.