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Welcome! Here I am providing you with additional resources to assist you with managing your financial future.

Please remember that technology and information are only one small part of the service I provide.

I provide Retirement, Investment and Tax Planning services. The purpose of a retirement plan is to provide for the protection, accumulation and conservation of your assets in a manner consistent with your values. I will help you develop a comprehensive plan and work toward meeting your goals, such as financial independence and estate preservation. I also offer expertise in tax preparation and planning and insurance needs, including long term care and estate wealth replacement.

I want to emphasize the one-on-one relationship that allows me to assess your unique financial needs and goals, making you my top priority.

We hope you find this site useful and look forward to a long, continued relationship.