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.

Personal & Business Planning Strategies

Fee-Based Comprehensive Financial Planning

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

Legacy Planning Strategies

Roth IRA's
College Planning Strategies
Brokerage Accounts
Traditional IRA's
403b Plans for State Government
Certified in Florida Retirement Systems
Annuities (Fixed and Variable)


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