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Who I Work With

As a financial advisor, I specialize in working with pre-retirees and current retirees, business owners, and widows. I recognize that each of these situations have unique financial planning needs, and I'm dedicated to helping them achieve financial success. My goal is to provide each client with personalized attention to ensure a comfortable retirement and a lasting legacy.

You're 50 or older and you are preparing for or you are already in retirement.

(Pre) Retirees

(Pre) Retirees

You have recently lost a loved one and you'd like help managing your finances.

Widows

Widows

You run your own business and you want help staying on top of your finances.

Business Owners

Business Owners

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