Office: 559-446-1919

7600 N Ingram Ave
Ste 134
Fresno, CA 93711-5824

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

• Financial Planning
  Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
• Investment and Advisory Services
  Effective wealth management requires extensive knowledge about the vast array of investment products and services available in today's market. I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.
• Retirement Planning
  Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
• Business Planning
  No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

• Executive Benefits
  Your business may well depend on the critical contributions of a few executives. Executive benefit products are designed to retain key employees using innovative funding solutions. Because I specialize in executive benefits, you can trust that you'll receive world-class, customized solutions for your business situation.
• Risk Management
  Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in providing risk management solutions can help create a protection plan to fit your needs.
• Education Funding
  With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the best possible alternatives for saving the money you need to send your children to college.