Financial Planning

I am Presidentof Norseman Advisory Group, Inc., a Virginia registered investment advisor serving customers in Newport News and Richmond, VA.

My mission is to provide local families and businesses with
innovative financial strategies, solutions and planning.

As your investment advisor, I will provide you with financial advice and guidance about securities and the retirement process. Investment advisors are fiduciaries with an affirmative duty to provide full and fair disclosure of all material fact, as well as to employ reasonable care to avoid misleading clients. We analyze all aspects of your retirement not just your investments. I will serve as your lifelong guide that will help you manage your financial benefits every step of the way.

 


Financial Planning Pyramid

As an investment advisor,
I always try to:

 

  • Put your interests first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals

 

 

 

We offer our prospective clients an initial, complimentary risk assessment, which includes providing third-party analysis of current investments, personalized income projections, and ideas for immediate implementation. I look forward to our initial visit and exploring ways we can help you get one step closer to your retirement goals.