Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate solution for you.show more
Helping you reach your financial goals is my number one objective. Working
together, I'll help you make sound financial decisions consistent with your
comfort level, investment time-line and goals. We can start small and grow, or
evaluate and build upon any existing financial plans. The end result will be a
strategy designed to help you build, protect, use and transfer assets in the
most advantageous way. Periodically we'll review your situation and make
adjustments as needed. It just makes sense - as your life changes, so do your
financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of Nymeo FCU
, I have a strong
history of working with credit union members, their family and their friends. I
have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
Retirement and Investment Services are provided by Tomasetti Wealth Management,
LLC, an entity that is not owned or managed by Nymeo Federal Credit Unionshow less