Updated: Dec 20, 2021
Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common. They don’t want to end up as the proverbial bag-lady, and they don’t want to be a burden to their family financially. But they’re not quite sure what to do to secure their future.
That is where I come in. My expertise is in creating a financial plan that provides:
Tax minimization planning
Coordination of will and financial power of attorney updates
Peace of mind
But creating the plan is just step one. I also help you implement the initial plan, provide ongoing investment management advice, tax advice, and continue to meet periodically to discuss changes in your goals or financial needs. My goal is to be a partner to help you navigate through the unknown future. I also have resources available to answer questions on Medicare insurance, as well as provide tax return preparation work.
One of the most frequent and reassuring comments that I hear from my clients, after we have completed a comprehensive financial plan together, is that they now experience a sense of relief, confidence, and security that comes from seeing the big picture and envisioning their path forward. Clarity brings peace of mind, and that’s what I would like to offer to you, too. If you would like to get together and talk further, please call our office to schedule a complimentary and informal one-hour consultation. I encourage you to bring a trusted friend or family member with you if that helps you take this important first step. There’s no need to be on your own any longer.