Our Firm

My approach to personal financial planning is to obtain from my clients significant financial and other information including your attitudes, goals, and objectives; to analyze the information obtained in order to develop alternatives for your consideration; to educate my clients about the implications of selecting a particular alternative; to implement the alternatives selected by the client; and to periodically update the plan adopted.  It is my goal to become your chief financial adviser and to coordinate the efforts of your other advisers in your best interests.  I want  you to be educated about your own financial affairs and to take an active role in managing your own financial affairs.

The material contained on this web site is for informational purposes only and is not to be considered an offering of any security or that Planned Financial Consultants (“PFC”) is offering tax or legal advice.  PFC believes the source of information is reliable but cannot guarantee that the information contained therein is accurate and any expressed opinions are not necessarily those of PFC.   

Securities offered through:Fortune Financial Services, Inc. Phone 724-846-2488  Fax 724-846-0170; Member FINRA/SIPC.

 

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Check the background of this financial professional on FINRA's BrokerCheck