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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Services

While developing a customized financial program, I will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a comprehensive financial program utilizing the following products and services:

  • Managed asset plans - for professional fee-based portfolio management through LPL Financial
  • Tax-advantaged investing - seeking to reduce your tax liability and let more of your money work for you
  • College planning - long-term planning seeking to ensure you're ready when your children are
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals