3122 North Cypress Drive,
While I work with clients from all walks of life, many tend to fall within three categories - individuals approaching or in retirement, suddenly single women (either due to a divorce or widowhood), and small business owners in medical, aircraft machinery, and other industries. While each client is unique and has individual needs, many face a similar concern: feeling confident with their finances and investments. My goal is to provide clarity and guidance for the long-term, developing their own personalized financial roadmap.
In order to create a customized strategy tailored to each client’s unique goals, I utilize a comprehensive approach. I take the time to learn about each client’s financial situation, where they are today, and where they want to be tomorrow. Along with making recommendations for financial strategies, I also offer ongoing guidance and advice, educating clients on how their strategies work. I believe this thorough process sets me apart from other advisors and firms.
I can help clients address their many financial questions, including:
Whatever questions or concerns my clients face, I offer personalized strategies designed to address their unique situation and long-term goals.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.