8 East Dawes Avenue
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Strategies Tailored To Your Family's Needs
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.
Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years* (*Social Security Administration).
I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work toward the retirement of their dreams. And I can help you do the same, through an investment strategy that aims to or that seeks to meet your needs.
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you're receiving.
Take care of loved ones with detailed estate planning strategies.
A sound financial roadmap is just the start
Financial advice for every situation
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.