Getting to know you

Your vision, your values, your goals. Tell me about who and what is important to you. With a clear sense of purpose, together we can create a financial plan to help keep you headed in the right direction.

Are you a business owner looking to attract better employees with a retirement plan? Wondering how you will transition your business at retirement or death? Wanting to reduce your taxes?

Or maybe you are a recent widow, worried if you have enough income to be okay?

What do you need help with? Call me. Let's meet first, and then decide if it makes sense to work together.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)