You’ve been working hard, planning and saving for retirement. But, do you have a good plan-of-attack in place for retirement and ‘beyond’? Are you confident that your income needs in retirement will be met by the investment strategy you currently employ? Are there any loose ends to tie-up in your estate plan? Have you considered how you will be impacted by inflation, taxes, health care? If you’re not working with an investment team that is proactively helping you answer all these questions, I'd like to meet with you. I work with a young, yet very experienced, fun and energetic financial planning and investment advisory team. My approach is valued by my clientele, where, at your direction, I can work closely with your other professionals (CPA and attorneys) taking into account the financial, legal and tax ramifications that may impact you. My dedication to understanding a client's entire situation allows me to help you in many areas of your life.