About
Making & Meeting Goals
Building Strong Futures
Building Strong Futures
I start by documenting your goals and then compare them to your current financial health. I use proven retirement planning strategies designed to meet your risk tolerance and include historical data to support the diversification recommended. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals. I ask all of the important questions you need to address when transitioning from your accumulation phase into retirement. Then I focus on protecting what you’ve worked your whole life to accrue, while eliminating management fees to grow your assets faster.
Building Strong Futures
Building Strong Futures
Building Strong Futures
I’m passionate about helping both couples and individuals with legacy planning, protecting and preserving assets, analyzing income strategies and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven retirement planning strategies designed to meet your risk tolerance and hedge against the three main risks you face : longevity, inflation, and sequence of returns.
About Me
Building Strong Futures
About Me
Since 1999, I've been helping couples and individuals, particularly women and veterans safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy boating, reading, and playing with my twin daughters and dogs. I have 2 other children that are grown and flown the nest, and we enjoy cooking out on the weekends as a family and traveling.