Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I specialize in getting you from Point A to Point B -- from where you are to where you want to be. I use my GPS Financial Planning process to accurately identify your starting point. Next we select the best route from multiple choices after we have thoroughly reviewed the pros and cons of each. Also, the process reveals roadblocks and detours and how to safely navigate around them.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
I help teachers accurately figure their future pension and benefits while they still have time. I am experienced with working with educators who participate in OPERS, STRS, or SERS retirement plans. In addition, I was the women's high school varsity soccer coach for 12 years at my alma mater. So, I am a member of the state retirement plans, too.
I help small to mid-size business owners increase the value of their business and meet their retirement goals using tax reduction strategies before it is too late. Most owners are so busy working on their business they never think about how they will leave their business. All business owners will exit their business by either disability, death, or retirement.
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