Paying 1% a year for advice? Hire a fee-only CFP® for hourly advice. Roth conversion specialist for Boca Raton retirees — nearly 30 years of experience. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.
At Top Level Consulting, we understand that life changes can cause your financial needs to change. We can buy all, or a portion, of your structured settlement payments or annuity so you can have the cash you need in one lump sum.
The Financial Alliance – Your trusted partner in turning financial goals into reality. We connect you with experienced professionals who provide personalized guidance and strategic solutions for every stage of life. Our mission is to deliver innovative financial solutions tailored to business owners, families, and professionals. Through our proven 4-step process—Understand, Organize, Partner, and Collaborate—we help you build a strong financial foundation and a clear path forward. By leveraging the expertise of our network, The Financial Alliance offers the tools, strategies, and long-term support needed to pursue financial success—not just for today, but for generations to come.
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As an independent financial planning team, our objective is to provide clients guidance beyond investment selection and performance. We strive to educate clients on their financial options so that they make more informed decisions and are more likely to remain committed to a personalized action plan to reach their goals. This increases the likelihood that clients are successful in achieving what’s important to them today, over their lifetime and through their legacy. Taking clients’ concerns, values and priorities to heart, through our investment management and insurance programs, we aspire to directly facilitate and implement strategies and solutions that are custom tailored and appropriate. • Securities offered through LPL Financial, member SIPC. sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which we are registered to do business, please visit our website.
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I am a financial advisor with John Hancock Financial Network - The Partners Network.
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With over 20 years working in the financial services industry, I am dedicated to helping my clients meet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.
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