Financial Planning
Realizing that most people are not financially prepared for their retirement inspired me to build my career in the financial services industry. As a member of the Retirement Benefits Group, I work with my clients to help them:
- Put a plan in place to reach clearly defined goals
- Determine how much my clients need to save in order to have a comfortable retirement
- Help protect their savings with a more diversified portfolio
- Help them to stick to their plan during market volatility.