Solutions

Financial Planning Your Way

Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.

As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.

Together, we can explore how you can:
• Help strengthen your financial position.
• Protect your financial future.
• Invest with purpose and manage your assets.
• Save and prepare for income in retirement.
• Plan to pass on a meaningful legacy.

Specializations

I specialize in the following:


• Financial planning and advice

• Education funding strategies

• Estate strategies

• Investments

• Life insurance

• Retirement planning

• Assisting CRNAs, SRNAs and nurses on the path to CRNA

What We Offer

Retirement Savings Accounts

Retirement Savings Accounts

We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).

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Life Insurance

Life Insurance

We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.

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Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Annuities

Annuities

These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.

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Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.

Disability Income Insurance

Disability Income Insurance

Our policies protect a portion of your income in the event of an unexpected illness or injury.

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