J.R. believes that client education provides the financial foundation for families to build on during their changing lives. He delivers comprehensive solutions for those preparing for retirement, including Medicare and income planning. He treats every person individually with a custom designed program to meet their pocketbook and philosophy. He is concerned about you, your values, and your goals in life. He wants you to experience the value of having a long- term relationship with a trusted advisor. The knowledge, experience, and many resources he provides will help you develop a vision and action plan to achieve your financial goals.
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