About Us

I help my clients achieve the initials RET after their last name. (That stands for RETIRED!) Since 1984, I have been helping clients grow and protect their wealth. As a Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF), I focus on helping clients plan their retirement by providing comprehensive financial planning and investment management services. My mission is to reduce stress and provide valuable guidance by assisting my clients identify and achieve their financial goals. The financial planning and investment advisory business is just as much about relationships as it is about dollars and cents. I build relationships with clients based on shared values, treating clients like family and friends. I take the time to explain everything so they feel comfortable, confident, and in control of their money. My Areas of Focus include: • Financial Planning • Retirement Planning • College Funding Planning • Investment Management Fee Based Advisory Services through Sigma Planning Corporation, A Registered Investment Advisor. Securities Products and Services through Sigma Financial Corporation, Member FINRA/SIPC. Wealth Strategies Group, LLC is not affiliated with Sigma Planning Corp or Sigma Financial Corp.

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