As a CERTIFIED FINANCIAL PLANNER® with 26 years of experience, I provide independent, comprehensive wealth management and financial planning advice to help my clients achieve a more secure financial future.
Whether your needs are funding a rewarding retirement, or protecting your family from death or illness, or creating a tax efficient estate plan, I can help you create a balanced strategy to enhance and protect your lifestyle.
I specialize in retirement income planning. This helps my clients identify their various sources of income in retirement, minimize taxes on their retirement income and ensure their retirement income lasts for a lifetime.
I also work with small business owners on designing employee group benefit and retirement plans, and individual retirement and risk protection solutions for the business owner.
