I am a financial advisor and part of team with a combined 17 years of experience helping clients with retirement income planning. My passion is helping others by serving as a coach & mentor to clients concerning their financial goals. Many people have questions and concerns about their retirement:
* How much do I really need in retirement?
* I don't want to outlive my money.
* I don't understand the markets.
* How do I make sure my family is protected if something happens to me?
* How do I save money and still help my children with college?
* "My friends say...."
“Deciding how and with whom to discuss your financial future can leave you feeling tense and nervous. I get it and was once in your shoes as a client before I became an advisor. Let’s grab a cup of coffee or a bite to eat. I’d like to learn more about you and share with you our planning philosophy. Should we see a reason to meet officially, we can match calendars. If not, I hope we still walk away feeling like we made a new friend over a cup of Joe. How does that sound?”
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