Languages Spoken: English Speciality: Financial Planning Degrees Held: B.S., M.P.H. Special Rate: SPECIALIZATION IN HEALTH SAVINGS ACCOUNTS AND CONSUMER DRIVEN HEALTH PLANS! Chartered Benefit Consultant (CBC): Yes
Detail Personal and Practice Information:
Broad based financial planning.
Incorporating risk management using insurance with tax favored savings plans.
Creative approaches to retirement planning using securities and real estate products.
