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About Me

Whether you're just starting out in your career or are preparing for the retirement you've always dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities I'll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can life and leave a legacy for the people and causes that matter to you.