About You

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You take retirement planning seriously and realize that you have only one chance to live a comfortable retirement. Proactive and practical, you usually have no desire to manage your financial affairs on a daily basis and aim to simplify your life. You don’t want to beat the stock market, but you do want to achieve your retirement goals. 

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Why I love what I do

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Life is about the people you share it with, and I strive to be one of them. I help you define your priorities and then put them in context with the rest of your life. I’m passionate about building long-term relationships with my clients to help stand with you as you turn the pages of your unique retirement story. I take great pride in this connection, and the level of uncompromising integrity my clients have come to know me for.

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As a licensed professional and Chartered Retirement Planning Counselor have to meet the strictest of ethical requirements, as well as meaningful ongoing continuing education requirements.

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Nothing makes me happier than to help people realize they have choices they didn’t even know existed.

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That takes hard work, knowledge, and attention to detail – your details…