Precise advice. I provide proposals and advice; you make the decisions. I develop and manage comprehensive audits and administration of your finances. I prepare reports on the status, amount, and options for your potential retirement pension. I handle mortgage loans, investments, personal loans, and insurance.

Financial consulting, insurance: life, term, investment, auto liability and collision, travel insurance, property and liability. Mortgages, consumer and business loans, loan refinancing, auto financing, investment advice, supplementary pension plans, retirement planning, and state pension audits