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services

While I offer many services, my main concern is putting my clients' financial pictures into focus. This means that I am here to educate, analyze, plan, explore, and most of all, listen.  Your financial picture is unique to you. My job is to look at that picture and help you realize the full potential of your finances.  Whether you are just starting out your financial path, starting back over after a divorce, or have a plethora of wealth- my job is to see the entire picture for you, long term and short term, and help guide you to the results you desire.

  • Retirement planning

  • Divorce planning

  • College planning

  • Risk analysis

  • Investment management

  • Financial planning

  • Small business planning

  • Budgeting

  • Workplace benefits

  • Estate planning

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