It's never too early to plan

If you're a busy professional starting out in your career, retirement planning may be low on your priority list. But, if you ask your mentors what they wish they'd done differently at your age, many will tell you they would have started planning for retirement earlier. Contact me to learn how to put the power of time to work for you.

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A group shot of the volunteers for the National Day of Service at the Salvation Army of Lodi

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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I have been quoted in national media including The Wall Street Journal, Financial Advisor, USA Today, MorningstarAdvisor.com, horsesmouth.com, financial-planning.com and The Journal of Financial Planning.

I have written feature articles for The Record and The Central Valley Business Journal. I have been featured for over 15 years in The Record with the Money Makeover series.

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