How I can help you
For the last 37 years I have been a partner in a financial planning firm and have done personal financial planning, investment planning and portfolio management, employee benefit planning, and retirement planning. Being an owner of a small business for over 40 years has had me wearing many hats. I handled the IT for our business, maintaining the network and day to equipment problems as well as equipment purchasing. I was also the marketing director of our firm and handled all of our advertising and public relations. I feel that my customer relations and small business ownership experience could be helpful to someone starting a business or someone that needed help with an existing business. Also my experience as a financial planner could help my Score clients with employee benefits, budgeting, risk management and retirement plans for themselves or their employees.
Areas of Expertise
- Business Plans / Startup Assistance
- Marketing, Public Relations & Sales
- Finance & Insurance
- Professional, Scientific, & Technical Services
- Retail Trade