I work with a great group of people at World Financial Group. In fact I was so impressed as a client, that I became an Associate. There’s a wealth of knowledge and experience as well as a broad array of financial products and services to serve the needs of a vast cross-section of the population. My approach to client needs is to be a good listener. When you meet with me, I promise to give you my full attention. I take the time to learn about your current situation as well as hear you explain your dreams and goals. Together, we’ll build a financial strategy to help you achieve the goals that will help ensure a secure retirement while mitigating your tax liabilities at a time in your life when you can least afford to pay them.