Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Question for you? Would it be helpful to have a professional ask the following question for your decision making process? In light of your past choices , current circumstances and future hopes and dreams what would be the wise thing to do? Would you like an advisor to ask you this kind of question and listen and seek your personal flourishing? Would it also be helpful to approach your estate and legacy from four asset classes: Personal Capital, Social Capital, Spiritual Capital and Financial Capital? Would having a process to engage your personal values be of interest to you and your planning?

Ask me about Zoom Quick Review Planning.

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