Many of us have retirement goals and dreams, but what happens when you actually retire? Do you know how long your money will last or how to minimize taxes in retirement? Let me help you get the answers you need, just as I have helped many now enjoying their retirement years. 

Most women will be the sole provider for their household at some point in their life. Whether you are transitioning through a divorce, are recently widowed, or living on a single income, I can help you develop or update your financial plan and work toward a stress-free, independent life. 

Many small business owners have questions about growing their client base, tax planning, and balancing the needs of their company finances the financial challenges of their personal life. Lets work together to ensure your business can grow and scale to meet your needs. 

Many clients include a plan to leave a legacy for their family and friends. Call me and let's talk about your legacy wishes and how to ensure the next generation is prepared for the transition. 

Giving back to my community has always been an important part of my business of my wife and I. We make sure it is part of our financial plan. Learn more about how we give back and then let's talk about including your philanthropic wished into your financial plan.