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Who I Serve

Nice People

 

I only work with nice people, and you should fully expect me to be polite and cordial as well.

Retirees

 

You've worked your whole life to save what you have. I will help ensure that you don't run out of money and can live the life you want.


Busy Professional Families

You have kids, careers, and competing priorities. I will help you optimize your finances to achieve as much as we can.

The Charitably Inclined

You would like smart charitable strategies to be included in your financial plan, either now or later.

Looking For A Trusted Advisor

 

My clients believe their financial future and retirement are too important to wing, and are looking for a trusted, expert advisor to guide them.  

If this sounds like you, I would love to meet with you and invite you to book a

complimentary meeting with me below.

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