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Services I Offer

My firm specializes in helping individuals develop personalized income, saving and retirement strategies.  If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information I offer.  As you approach retirement, it is important to update your financial plan to review your investments and their ability to provide the income you need.  Retirement income strategies are important to review before you retire. 

I offer personalized, hands-on service.  I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning and preserving wealth. 

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  I focus on money management in combination with financial life planning, as well as other issues that are critical to your financial well being.

I specialize in working with women post divorce and with women who have lost thier spouse.

Divorce is a stressful experience and for many women the stress continues after the divorce is final.  Many women have not been involved in managing the family finances and it can feel very scary to be taking responsibility and control over their finances.  Women want to make good decisions with the money they receive as a result of the divorce.  I work with women to prepare a financial plan that is tailored to their new life, needs, goals and possible supplemental income needs.  Women who have lost a spouse, commonly have a similar financial situation as those women who have experienced a divorce.         

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Home purchase Planning

Income Planning

Post Divorce Financial Planning

Retirement Income Distribution Planning





Traditional IRA

Roth IRA


Solo 401k's

Fee based accounts

Brokerage Accounts

Variable Annuities

Fixed Annuities


Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  310-543-9123