Give me a call – I don’t bite!

Have you put off looking at your financial decisions and retirement plans?
Life keeps moving along. Summer is coming to a close and kids are returning to school. During this time, I encourage you to call or schedule a call. When we sit down together, you can expect a caring conversation about your concerns and goals. We talk as friends.

Sometimes people are a little apprehensive about discussing their financial situations.  Rest assured, I treat consultations (via phone or in-person) with discretion and in a relaxed manner. We will talk about your situation and look at options that will best serve you.

What to Expect from Me