Let’s plan your retirement together.
Now that you’re retiring, what’s next? Travel, spending time with your family, a new home or simply living life on your terms. Whatever your plans, it’s important to help ensure your savings will last to cover your expenses. As a financial planner, I can explore solutions to help ensure your dreams become realities. I will work to provide:
- Retirement Planning
- Estate and Legacy Strategies
- Investment Management
- Tax Strategies
- Small Business Planning
I live and work in Marshall, Michigan and serve clients primarily in Marshall, Albion, Battle Creek and Coldwater.
Wherever you are in your financial journey, I can help! I look forward to learning about your goals for retirement and helping you put the puzzle of a secure retirement together.