Competent. Caring. Independent, Objective, Transparent. Passionate about helping middle class individuals and families with their money -- so that they can reach their goals. Portfolios designed to meet the specific needs of each client. Special attention to helping divorcing and widowed women work through that transition time.
Financial Planning - Hourly Consultation or Comprehensive Retirement Planning
Investment Management - Fee Based
401(k) Rollovers
Annuities with Guarantees
Life Insurance
Long Term Care Insurance
Disability Insurance
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