I work with people nearing retirement, retirees, and widowed/divorced individuals who are motivated to get their financial house in order. My goal is to provide clarity so you feel more peace of mind about your financial future. I do this by listening to what's important to you, then designing a financial plan carefully tailored to your dreams and goals.
My purpose is to help you deal with the complexities of wealth, exploring the full range of possibilities it can bring, and advising you on strategies for harnessing its potential.
I use a Seasons of Advice ® service model to help deliverproactive, flexible and relevant financial direction to help keep you on track and your investments current.
Seasons of Advice®is a trademark of HCA Consulting Services, Inc.