Southbound Wealth is dedicated to creating customized plans that help you achieve both your financial and personal goals.

• I offer the highest standard of service and always act as a fiduciary, ensuring that every decision is made with your best interests in mind.

• There are no upsells, hidden fees, or commissions. Your fee gives you full access to all of our services.

• Southbound Wealth offers streamlined planning to help you reclaim more time for the things you enjoy.

• Southbound Wealth is independent, without sales quotas, and has the freedom to choose the best technology that enhances my expertise.

• I take a comprehensive approach to financial planning, considering all aspects of your financial life rather than just focusing on investments or insurance.