The Practice Our objective is to help you achieve financial security in a complex and constantly changing world. We design programs to help you achieve what is important to you.We begin with a thorough review of your present financial situation so you can see where you stand. We listen for a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do I begin to design a program specifically for you.Successful people are often simply too busy to coordinate all of their assets into a systematic program. Their insurance, investments, estate analysis, college education planning, retirement planning and asset allocation are normally handled by a variety of financial services professionals who work independently.