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Financial Planning Serives
Social Security
Optimization
Long-term
Care Planning
Retirement
Tax Planning
I don’t Manage Money, I answer your questions.
Don’t miss the 9 to Know Program, a quick and easy way to see how long your retirement assets will last.
I help people reduce taxes, reduce their risk, and increase their income.
Retirement is more than managing a portfolio of assets. I focus on optimizing what you can control. Taxes, risks, and income are the three major areas that understanding how to manage them can make a significant impact on your retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner I act as a fiduciary to work in your best interest. I provide expertise in these areas and education and analysis to show the impact that proper planning can make in each of these areas you can control. If I can show you how to reduce taxes, risk and increase your income then it makes sense for us to work together.
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