I chose to become a financial advisor because I am passionate about helping families and professionals plan for their financial future. Working with my clients is an ongoing and collaborative effort. I will help you identify your dreams and define your goals, design a plan to address them, implement financial strategies to pursue each goal and track your progress.
Focusing on retirement planning, I have developed a niche working with established small business owners, women executives and generational high net-worth families. I can work with your CPA to help create a more unified and comprehensive approach to address your specific financial needs and goals.
A financial plan that looks to help you grow and protect your assets can begin with our Confident Retirement® conversation where we will discuss current as well as retirement needs, covering the essentials, ensuring your lifestyle, preparing for the unexpected and leaving a legacy. I offer an extensive range of financial products and services to help suit your needs including: investment advisory services, retirement planning strategies, saving for education, insurance review, women’s financial strategies, tax planning strategies, estate planning strategies and small business planning.
Whatever stage of life you are in, I can help you create a solid plan. I believe that knowing you have planned for the expected and the unexpected will give you something money can’t buy - peace of mind.