Prudential FinancialFinancial Planner
Jan. 2022 - Nov. 2023Bloomington, ILFinancial Planner
• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.
• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.