Broker Check

Welcome to Life Certain Wealth Strategies. We understand that selecting the right financial advisor is an important decision for you and we appreciate you spending some time browsing our website. Our website was designed to help you in that decision-making process.

For example, under “Services” you will see how comprehensive we are, providing a full range of services from traditional financial planning to very complex financial matters. You’ll meet our wealth management team by clicking on “Our Team”. Our team includes:

  • Certified Financial PlannerTM
  • Estate Planning Attorney
  • Tax Specialists
  • Investment Representative
  • Medicare Specialist

Plan on attending our next event by clicking on the "Workshops" link on our homepage. We strive to bring information to our clients and guests that they have told us is important to them. These include regular seminars on Social Security, Medicare and Taxes in Retirement. In the past we have brought in experts to talk about issues like Alzheimer's, Long Term Care, the economy and even high tech. Be sure to check back regularly for our upcoming schedule.

Although websites, by their very nature, are impersonal and cannot adequately convey to you the intangible qualities that set us apart, it is our goal to demonstrate those qualities when we talk with you in person.

In the meantime, we encourage you to review this material with care and thought. Consider our website as the preliminary handshake before our real dialogue begins. It is our hope that if we have not yet met, after you read this material, we soon will. If we have already spent some time together, we hope this material will increase your understanding of what we can do for you. We look forward to a long and mutually beneficial relationship.

Thank you for visiting our website. Please contact us for more information or schedule a complimentary consultation today!