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Goals based Wealth Management

Manage Your Money with Confidence.  Move from Financial dependance to financial power.

Manage Your Money with Confidence.  Move from Financial dependance to financial power.

My first priority is helping you take care of yourself and your family.  I want to learn more about your personal situation, identify your concerns, dreams, goals, and understand your risk tolerance.  Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Longevity is the critical issue for women.  Longevity is probably the biggest reason why women's needs are so different from men's.

Longevity is the critical issue for women.  Longevity is probably the biggest reason why women's needs are so different from men's.

I can help take the mystery out of preparing for today and tomorrow. Whether you are investing in building wealth, protecting your family, preserving your assets or need current income, my personalized service focuses on your needs, wants, and long-term goals.  I help women with systems and investment portfolios for saving and planning for their financial peace of mind.  With this approach, I helped to empower women to invest in their longer lives.  


What I Offer

I want to learn more about your personal situation, identify your concerns, dreams, goals, and understand your risk tolerance.

Investments Management

Retirement
Management

Tax Planning

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Our Experts

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