Expertise. Intuition. Ingenuity.
NEXT CHAPTER PLANNING
What is your next chapter in life? Does your retirement involve a new career? Lifelong passion? Volunteer work? Or will you make everyday a Saturday? I can help with what is perhaps your greatest transition in life.
COLLEGE & FINANCIAL AID PLANNING
It is my philosophy that college planning first starts with college selection and financial aid. A financial advisor should help you not only save for college but find strategies that work to reduce your family's costs as well.
PROTECTING WHAT'S IMPORTANT
You have goals that you are trying to accomplish. Your loved ones are part of those plans but what happens if you are no longer there? Do they have choices in life where money is not an issue or are they just getting by? I will help you develop a strategy that can give your loved ones more choice.