Podium Financial Service offers financial solutions to individuals, families, and small businesses. My services include Life Insurance, Long Term Care and Disability Income insurance, investments (mutual funds, stocks, and bonds), retirement and education savings plans.
Podium Financial Services evolved out of my belief that financial success is best achieved through consistent application of well conceived plans. I began work in the financial services field in August of 1989. Through the years I have observed that often times the biggest obstacle people face in successful planning is the agenda of the advisors they work with. With that in mind, I strive to maintain an independent and pragmatic approach to financial problem solving and avoid insurance only or investment centric solutions. Since I am not obligated to recommending one product, service or company I am able to keep your goals as the centerpiece of my recommendations.