For 18 years, I have been an advocate for young professionals and new families, trying to navigate the landscape of personal finance. With extensive financial services education and four designations, including CERTIFIED FINANCIAL PLANNER™, I help clients save money, based on their unique vision for the future. Whether you're saving for a first home, retirement, or would simply like a system to make your money work harder... We'll get there, together.
• Creating a savings program and holding clients accountable to stay on track.
• College savings alternatives.
• Tax-efficient ways to save for retirement.
• 'Family Needs' analysis, to determine how much life insurance one should be holding.
• Evaluating the different types of life insurance available, and the advantages of each.
• Providing the highest level of service in the industry!