How we work

Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Cash Flow Management Strategies
  • Small Business

Community participation

I feel it is important to give back to our local communities, by helping local businesses & non for profits. I enjoy participating in local events to network & share idea's:

- President & Board Member of the Mamaroneck Chamber of Commerce

- Treasurer & Board Member of Mamaroneck Avenue School PTA

- Former Chairperson of the Finance Committee & Board Member for the Women's Empowerment Institute

I've been a sponsor of local events within the Village Mamaroneck Recreation Department for the past 3+ years:

- Halloween Spooktacular 2017, 2018 & 2019

- 51st, 52nd & 53rd Annual Turkey Trot & Gobbler Race

- 12th & 13th Annual Tree Lighting Social