My Services

What I Do: 

I provide comprehensive, personal services, which includes financial planning, wealth management, asset preservation strategies, investment planning, tax strategies, and estate planning with an emphasis on arming women with the tools they need to manage their finances.  It has been said many times that 90%women will be responsible for their own finances during their lifetimes.

Services offered:

• Helping women embrace financial knowledge

 

• Full-service, Comprehensive Financial Planning

 

• Wealth Management including investment, retirement, stock option analysis, and estate planning

 

• Asset Allocation Strategies: coordinate preservation strategies including life, disability, and long-term care insurance