I am passionate about helping families to make wise financial decisions. That often includes income protection, retirement planning, and children's education.
Income protection can simply be broken down as life insurance and disability income insurance. Many employers provide some options for individuals and families, but often times, not much thought is put into the selection process. I am here to help evaluate options and help you to sleep well at night, knowing that your family is protected in case of loss.
Saving for children's education is often a selfless goal that many parents consider. Whether that looks like private school in the younger years or a college education down the road, I am here to help you find tax efficiencies and set a plan in place to reach your goals!
It's NEVER too early to start saving for retirement! I encourage people to start saving early so that when time comes, they can live our their retirement dreams - whether that is traveling often, living on a beach in the Caribbean, or simply retiring comfortably by a certain age.
In my previous career, I worked with businesses of all sizes regarding their marketing plans to drive business. I got an inside look into many businesses and organizations and built a deep appreciation for business owners and their hustle to make their business succeed. I now get to help business owners with their financial planning strategies - retirement plans for their self or employees, business valuations, buy-sell plans, succession plans, and more.