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As with most other things in life, the key to achieving your long-term financial objectives is planning. Achieving success will not happen by accident. It's important to determine what you would like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a CERTIFIED FINANCIAL PLANNERTM practitioner, I will provide a highly personalized financial planning service that is honest and helps you to effectively implement your plan and reach your goals.
In my practice I work primarily with three groups:
1. Medical Professionals
2. Business Owners with 5 - 50 employees
3. Individuals and families who need financial guidance during life events, are retirement minded, or have lofty financial goals.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. I look forward to serving you.
Art Dinkin, CFP®, CLU, ChFC, LUTCF