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The Cost of Procrastination Ready for Retirement?

Our Team

Without any conflicts of interest we put your needs first.

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Financial Services

We create strategies tailored to your goals.

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Medicare

We can help you understand your Medicare insurance needs.

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Your Financial Future - Why use a Financial Advisor?

Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority is your overall financial success. 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 our foundation of success.

In addition, as an independent health insurance agent, l offer various options and solutions for seniors needing Medicare supplement insurance and Part D prescription medication coverage.  I also have the expertise to help guide you through the initial Medicare enrollment process.  


Discover more about Medicare Insurance by watching video below...

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Surprises

Making the most of surprises is a great reason to work with us.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.