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330-526-0620

Value Statement

My clients' goals and aspirations are the centerpiece of the planning process.  I get satisfaction from knowing that I helped someone achieve financial independence and live their dreams. 

Welcome to Pro Planning Financial

Value Proposition

My financial planning practice serves you. When you have a roadmap, you have confidence you can arrive at your goals, that there is a light at the end of the tunnel.  I will be your team leader, help you gather information, and lead the planning process.  I will assist you in understanding and evaluating your needs and bring in experts to assist as needed.  I will keep the team on track, organized, and moving towards achieving your goals.

Vision

My vision is to modernize the way Americans approach financial planning by inspiring them to act.

Mission Statement

My approach prioritizes my clients’ goals and aspirations making them the centerpiece of the planning process. I get satisfaction from knowing that I have helped someone achieve financial independence and live their dreams.

I focus on understanding personal goals – where my clients want to go in life and what they want to achieve.

As my clients’ advocate I am committed to four things:

  • Establishing a process and service model;
  • Analyzing your current financial position, manage risk, augment wealth accumulation, address tax planning, maximize retirement planning, and optimize estate planning;
  • Putting the financial plan in writing;
  • Offering unbiased advice.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Pro Planning Financial, I specialize in tailoring my plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, I endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Pro Planning Financial, I can help solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. I can help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Pro Planning Financial surround you and your family with access to some of the leading insurance companies.

MY AREAS OF EXPERIENCE

401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Pro Planning Financial will help you simplify the process. 

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