About
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.
I invite you to check out all the material on my website. If you have any questions, please send me an email or call the office. I look forward to speaking with you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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