With decades of experience as a financial advisor and a Chartered Financial Consultant (ChFC) credential, I founded Arrival Point Financial to help clients who are committed to providing legacy, freedom, and security for their families or chosen charities. My mission is to empower clients to ...more

With decades of experience as a financial advisor and a Chartered Financial Consultant (ChFC) credential, I founded Arrival Point Financial to help clients who are committed to providing legacy, freedom, and security for their families or chosen charities. My mission is to empower clients to achieve their goals by offering personalized and comprehensive financial planning and guidance on topics such as reliable lifetime income, the financial well-being of their families, unexpected personal and economic events, a lasting legacy, tax-efficient gifting and transfers, and saving for major expenses and financial goals. As a legacy and estate planning expert, I also assist clients in creating and implementing strategies that align with their values and aspirations.less