experienced in finance,

invested in you

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Helping you navigate through Life’s financial decisions

  • Specializing in the Accumulation Phase of Income

  • Helping You to Maximize Your Retirement Readiness

 
 

Retirement

Specializing in the accumulation phase of income

Social Security

Certified in Social Security Claiming Strategies

Investments

Client’s portfolios are customized to their individual goals, objectives and risk tolerance

Divorce

Certified Divorce Financial Analyst™

 

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