WELCOME!
As a Financial Planner, my goal is to help you make informed decisions about issues that affect your financial well-being to help you achieve financial freedom.
As a Special Care Planner, I assist families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care.
I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to help take you where you want to be. You can count on me to be your guide.
OUR GOALS
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.