How I Help

As a fee-based financial planner and fiduciary, I specialize in helping women, women business owners and their families create and grow generational wealth. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information I offer.

I offer personalized service and confidentiality. I educate clients about financial concepts and products, and take the mystery 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 is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

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