Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.
Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.
And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to your plan protecting your overall financial picture for the future.
Let me help you ensure your financial future is all you want it to be.
Meet the Racen – Dooley team
As your life becomes more complex, so do the challenges of helping you prepare for your future. That’s why I believe that a collaborative approach to working together can help. To better serve your needs, I have enhanced my practice by becoming part of a team of financial professionals. Kevin Dooley, Tom Tulley, Lori Henson, Jeff Jackson and I have combined our talents and resources to provide more of the exceptional service and support you deserve.
Leveraging complimentary skills and expertise, our team focuses on Asset and Income Protection, Retirement Solutions, and Personal and Business Needs Analysis.
We work hard to get to know you and your preferences. In doing so, our goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard-earned money, and to help create the secure future you want for yourself and your loved ones.
To learn more about our team members, click on My Team. Each of us has a unique background and set of skills – all of us share the same commitment to serving your needs.
We look forward to speaking with you soon.