Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Taxation
The wonderful people who make up our client family come from all walks of life, including women investors, individuals and families with complex financial needs, small business owners and hospital executives and physicians. I provide personalized guidance and strategies for my clients’ present and future financial needs.