Our Mission: To Guide You Toward Financial Success
Who We Are
What We Do
Coaching clients since 1985 as a Certified Public Accountant (CPA) and working as a Certified Financial Planner™ practitioner has allowed me to guide my clients toward financial success and provide piece of mind. With my unique approach I am able to help educate, simplify and implement financial strategies by integrating income tax analysis with the complex and confusing areas of Medicare insurance, Social Security and investments in order to achieve financial success.
My Turning Age 65 Program is designed for people close to or living in retirement.
Living Longer: increasing life spans create the risk you'll outlive your savings.
Rising Costs: inflation, healthcare costs and taxes can erode your future purchasing power.
Market Uncertainty: market volatility and low interest rates can have a devastating impact on your retirement income.
This program is about carefully designing a plan by integrating your personal goals and objectives into as strategy geared toward these financial retirement challenges.