Santolin Financial Services

Helping families & businesses plan for and secure a better future today!

The client focused approach puts you first!

Financial planning does not have to be intimidating or onerous.  We start off with an introduction meeting, 30-60 minutes of your time, where you get to know me and how I work for my clients.  No sales, no commitments.  We can meet in person, over the phone, skype or even via e-mail.

If you decide to move forward, we schedule a more in-depth meeting to review several documents and statements to create a financial plan to meet your needs and goals.

I then take this information and develop a strategy to best protect your family while we work toward achieving the goals you outlined to me.

Once solutions are in place; insurance, investments or both; we monitor your progress together and adjust the plan as needed.  My commitment is to provide you with financial guidance, support and solutions for the long term!