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  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.

  • Comprehensive Financial Planning
  • Investment & Retirement Planning Analysis
  • Budget Analysis & Risk Management Assessment

Personal Financial Strategies

  • Budgeting
  • Roth IRA's
  • SEP Plans
  • 401(k) Plans
  • SIMPLE Plans
  • Traditional IRA's
  • Portfolio Analysis
  • College Planning
  • Debt-Elimination Planning
  • Tax Planning Strategies 
  • Investment Planning
  • Risk Management Planning

 

Business Strategies

  • Buy-Sell Agreement
  • Executive Bonus Plan
  • Business Succession Planning
  • Risk Management Planning
  • Investment & Retirement Planning
  • Business Tax Strategies

 

Insurance

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