Hi—I’m Ken and I provide financial planning services because I’m invested in helping others achieve their goals. I enjoy sharing my passion and experience to help people strategize how to make their dreams a reality. Being able to draw on my wealth of knowledge and experience in growing a business, managing cashflow, and setting long-term goals is a big value add that I bring to assisting individuals plan for their future. I help simplify complex material so clients understand the concepts that various strategies provide. My approach to financial planning is based on trust, regular contact, and an investment philosophy that is aligned with my client’s objectives.