Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Southtowns Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.
Building personal wealth and creating financial independence is both an art and a science. We will work with you to help develop a strategy that helps build your wealth, helps give you a feeling of confidence, and helps to allow you to enjoy your money and pass it on as you wish.
With over 50 years of combined experience in the financial services industry, our team is prepared to guide you, your business, and your family in all aspects of planning. Our goal at all turns is to increase benefits and money supply, reduce opportunity costs, while managing the eroding factors of wealth. Our recommendations are based on facts rather than opinion and our approach allows us to verify each decision to help ensure your financial success.
"An investment in knowledge pays the best interest."
- Benjamin Franklin