LifeMark Securities Corp.
For many people, understanding personal finance can be daunting. From saving for retirement to selecting investments and insurance , the decisions can be overwhelming.
That’s where we come in. My firm utilizes the latest technology to provide individualized advice and service delivered through a personal, convenient and affordable process.
Whether you have significant assets to manage, or are just getting starting, we have the tools and expertise to provide the services your need.
My personal goal is to provide you with guidance to help you define your financial goals and design and implement a plan to achieve them. I work hard to create a personal and respected long-term relationship with my clients and their families.
As a Certified Financial Planner and an active member in the community, I take pride in knowing that we have helped hundreds of people achieve the financial future they have dreamed of.
For more information about my firm and our services, please call: (888) 506-7687 . I would enjoy learning more about your goals and dreams.