Many of you may think of me only as the girl that manages your investments, but I am so much more than that. I am licensed to provide all types of insurance such as Life, Health, Long Term Care, and Disability. I am trained to provide analysis regarding your taxes and estate planning, though I am not a CPA or Attorney. I have enough knowledge in those areas to perhaps save you some money when you do meet with those professionals. Beyond all of this, I am the one that can hold your hand and hopefully provide you with the answers you need to have a happy, long retirement.

A large part of what I do is hand holding. Deciding to actually retire is a big decision and there is a lot of mental discussion that goes along with the financial discussions. The biggest question becomes what to do when you finally retire. If you do not have a clear idea of how you will spend your time, you cannot pull this trigger. This is a big discussion I have with all of my clients. It can lead to many Life-Cycle event discussions. Where to live, what happens if you get sick, what happens when you pass? Through twenty nine years in business I have had all of these conversations. I can share what I have learned from other clients and the large network of services I have created to help with many of the Life-Cycle concerns.

Yes, I put together your retirement plan, I manage your accounts and I meet with you regularly to review and update. Beyond those very important issues, I have so much more to share. So go ahead, take advantage of all I have to offer.