About My Practice
As a financial professional, I see the lifelong impact of retirement planning--or lack of planning--every day. Serving the needs of my clients for nearly 15 years, has been a blessing to have helped so many families plan for the days when they don't have to work.
I have chosen to specialize in working with federal employees because of their unique planning needs--helping to balance their exceptional government benefits with the rest of their sometimes complex financial picture.
Our goal is simple--helping our clients to make smart choices about their money and feel confident about their decisions as they prepare for one of the most important phase of life, Retirement.
Offering Advice Since
Areas of Specialty
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: IARFC - International Association of Registered Financial Consultants
Insurance Licenses: Life, Annuities, Health
Other Licenses, Certifications, Designations: CSA - Certified Senior Advisor, BBB - Better Business Bureau, NEA - National Ethics Association
Charges to Clients for Services
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
My Association with the Office or Firm