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Why I’m Different

My goal is to provide the highest level of professional service, extensive industry experience and the dedication that my clients deserve.

Social Security Benefits Strategies

Social Security is far more complicated than most people realize. The decisions you make now, can have an impact on the total amount of benefits you stand to receive over your lifetime.

I can help my clients potentially maximize annual and cumulative Social Security benefits as well as provide valuable information on spousal and survivor benefits.

Tax Strategies

Most people don’t realize how much of their income may be forfeited to taxes. My priority is to maximize your income, grow your investments and to decrease your taxes as much as possible in order to build wealth during your lifetime and for generations to come.

Interactive Retirement Planning Tools

My Interactive Retirement Program allows my clients to have input and get involved with their retirement journey.  I generate a Personalized Retirement Analysis for each client. This detailed retirement analysis is a thorough assessment of the client’s financial state and helps to determine the most beneficial strategy.

Personal Service

My goal is to offer clients personal, professional, and caring service that exceeds their expectations.

All clients deserve to be served like family members. Each client has unique needs and the services they request will be customized to best suit their situation.

Consistent, Clear Communication

I make every effort to communicate in the clearest, most effective way possible. This enables me to deliver facts and strategies in a manner which is straightforward and easy for you to understand.

Life-Long Relationships

Life-long relationships are initially formed by building trust and are developed over time to create a lasting bond. My focus is to make a long-term difference in the lives of my clients by taking the time to listen and understand their future goals.

Ongoing Check-In

Of course, you can always contact me with any concerns or if you experience any changes that might alter your financial situation. We will also meet several times a year to go over where you are so you’re comfortable. The question we’re going to keep answering is, “Am I okay?” That way, you keep moving forward each year, knowing you have a solid plan in place.

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