How I Can Help You

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:

• When can I retire?
• Do I have enough life insurance for my family?
• What options should I consider when starting a 401(k) retirement plan?
• How can I create a steady stream of income that will last through retirement?
• How can I reduce the risk in my portfolio?
• How can I leave a legacy to my family in a tax-efficient manner?
• What are the first steps to becoming financially organized?

Whatever questions or concerns my clients face, I offer personalized strategies designed to address their unique situation and long-term goals.