How I Help

Traditionally, the industry has been focused on helping men develop a financial plan. I work with successful women who are tired of an industry focused on providing planning, finanical services, and strategies primarily aimed at men. I am a professional who is nonjudgmental, knowledgeable, passionate, and dedicated to helping women design the retirement lifestyle they deserve.

I offer personalized service and confidentiality. I educate women about financial concepts and products, and take the confusion out of retirement strategies, insurance, estate conservation, and preserving wealth.

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

Personal & Business Strategies

401(k) Plans
SEP (Self-Employed Pension)
Buy-Sell Agreement
Executive Bonus Plan
Business Succession 

Legacy Planning Strategies

Roth IRA's
College Planning Strategies
Traditional IRA's
403(b)/457 Plans for State Government
Certified in Florida Retirement Systems
Fixed Annuities


Disability Income Insurance
Long-Term-Care Insurance
Mortgage Protection Insurance
Life Insurance 

For more information about the firm and the services I offer, send a quick email or call the office. I would welcome the opportunity to speak with you.

Contact Me