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What Can I Do for You?

I’ve helped individuals and couples from all walks of life prepare for and enjoy a sound retirement. Whether you’re a retiring aerospace engineer or a transplant from up north, I understand you have questions and concerns regarding your retirement. Through a personalized, hands-on approach, we’ll work one-on-one to identify your goals, understand where you’re at today and develop a plan to get you where you want to be tomorrow.

Preparing for Financial Freedom

During your working years, we’ll develop a plan that addresses your retirement savings goals and concerns.

Thriving in Retirement

My job is to make sure you get to do what you want in retirement, without worrying about running out of money.

Leaving Your Legacy

I’m happy to work with your family one-on-one to address your estate planning concerns and the wealth transfer process.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.