It’s not just about your money, it’s about your life. I understand how complex your life and financial situation can be, and I'm here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, I can help you get the right information so you can make the best decisions for your financial future.
Here’s what’s included in your free assessment:
1. Clearly define your financial and retirement plans, goals, and objectives
2. Strategies to increase income
3. Strategies to minimize taxes
4. Assess portfolio for alignment of financial goals with investments
5. Create realistic expectations