Both
Retirement Income Planning, Investment Management, Comprehensive Financial Planning
I specialize in working with pre-retirees, retirees, business owners and high earning professionals. I take pride in getting to know my clients and understanding what is important to them, financially speaking and personally speaking. Once I get to know my clients and what is important to them, I enjoy setting up and implementing financial plans for my clients to make sure they on track to reach and exceed their goals.