Safe Horizon Financial goes beyond basic insurance and uses advanced strategies to protect wealth, reduce taxes, and create sustainable retirement income.

We operate with honesty, accountability, and transparency in every decision. Our clients trust that recommendations are always made with their best interests at heart — never influenced by outside pressures or hidden agendas.

Financial strategies can be complex. We cut through the jargon, breaking down sophisticated planning into clear, actionable steps. This empowers our clients to make confident decisions about protecting and growing their wealth.

We measure success by the outcomes we create for our clients. Whether it’s protecting a business, building retirement strategies, or transferring wealth efficiently, our focus is always on delivering solutions that achieve real, lasting results.

We operate with honesty, accountability, and transparency in every decision. Our clients trust that recommendations are always made with their best interests at heart — never influenced by outside pressures or hidden agendas.

Financial strategies can be complex. We cut through the jargon, breaking down sophisticated planning into clear, actionable steps. This empowers our clients to make confident decisions about protecting and growing their wealth.

We measure success by the outcomes we create for our clients. Whether it’s protecting a business, building retirement strategies, or transferring wealth efficiently, our focus is always on delivering solutions that achieve real, lasting results.
With over a decade of experience in corporate finance and a Master’s Degree in Finance and Accounting, I’ve developed a deep understanding of how businesses operate and how they can better manage risk, preserve capital, and plan for growth.
Today, as an Independent Life Insurance Licensed Advisor and founder of Safe Horizon Financial, I work with incorporated professionals, entrepreneurs, and business owners to design tailored insurance strategies that do more than protect. I offer tools that help clients achieve both immediate security and long-term financial resilience.
I bring a strategic mindset shaped by years of corporate financial management, translating numbers into meaningful insights and insurance into opportunity. My mission is to help businesses build financial strength while navigating uncertainty with clarity and confidence.
As an independent advisor, I’m not tied to any one provider, which allows me to design customized plans that align with each client’s financial goals and business structure. I work closely with accountants, lawyers, and financial planners to provide well-rounded advice and execution.