- Registered Investment Advisor Representative – Focus Financial
- Series 7 General Securities
- Series 66 Uniform Combined State
- Life, Health, Disability and Long Term Care Insurance
Services & Experience:
Craig helps clients in the selection and management of investment and insurance products through a comprehensive financial planning process. Services included but not limited to:
- Working closely with you to develop a realistic plan that helps achieve your vision of the future.
- Utilizing a disciplined investment approach to achieve investment results within the risk levels at which you are comfortable.
- Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
- Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock and stock purchase plans.
- Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.