Both
Comprehensive Financial Planning, Retirement Income Planning, Elder Issues, Long Term Care, Charitable & Planned Giving, Sudden Wealth ( Inheritance, Lottery etc)
“As a Financial Consultant, my professional journey is deeply rooted in the values of family. Guided by the understanding that financial decisions profoundly impact entire families, I am committed to working with clients to craft investment strategies that strive to safeguard and enhance their well-being. With a heartfelt dedication to helping clients become aware and educated about all Fidelity has to offer, I approach my role with a unique blend of financial acumen and empathy.”