Investments
My goal is to provide an environment where my clients are comfortable asking questions and where they can trust the process. Choosing suitable investments to help you reach your goals requires an understanding of your risk comfort, timeline, and a clear comprehension of the different investment choices. I want to empower individuals by helping them understand why they are making certain financial decisions - only then can they truly gain the confidence they need to feel secure. I will educate you and help you select appropriate options for your unique situation. I will suggest a strategy for your retirement or other savings goals and as your life changes, so will your financial goals. I will work with you to adjust your financial plan to make sure it is in line with what is important to you. Together, we will bring your goals to fruition.
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Education Savings Accounts
- Retirement Accounts
- Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC
- Innovative Financial Solutions and Fortune Financial Services, Inc. are separate entities
