Broker Check


Much like climbing a challenging mountain, retirement planning (or any kind of planning for the financial future) can be a daunting task. Very few people achieve it successfully. And yet it can be done: with a good amount of discipline, the right tools, and of course, the proper guidance.

So many financial professionals focus their clients on the task of accumulating assets, more commonly known as the 'savings' phase. Very few focus on the difficult task of income distribution. Drawing income from your life savings requires tax-savvy strategies, and a carefully developed strategy. At Adalant, we pride ourselves on helping our clients both up and down the mountain.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We offer the following products and services to individuals and their families:

- Retirement planning (accumulation strategies)

- Retirement income planning (distribution strategies)

- Estate planning and trust services

- Investments

- Insurance

  • Life insurance
  • Disability income insurance
  • Long term care insurance
  • Health insurance

- Education planning