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Financial Planning and Consulting

As a certified financial planner, I develop thorough, customized financial plans based on my clients' unique goals. My plans are as multi-dimensional as your needs, and draw on expertise in many areas including:   

  • Investments
  • Retirement
  • Risk management and insurance
  • Education
  • Estate planning
  • Employee benefits
  • Stock options
  • Major purchases
  • Business planning
  • Major life events
  • Cash flow and budgeting
  • Debt service
Designer sketching Wireframes

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Begin your wealth management journey today!