Guiding clients towards financial stability & independence with expert advice & personalized planning
My mission is to empower my clients to take control of their financial future and achieve their goals through personalized financial planning and expert guidance. I am committed to providing high-quality, unbiased financial advice and building long-term relationships based on trust and mutual respect. I strive to be a reliable and valuable resource for my clients, helping them to navigate the complex world of finance and make informed decisions that will lead to financial stability and success.
08/09/2023
Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.
Source: U.S. Social Security Administration, April 2021
So many people I talk to about legacy planning think of it as estate planning. But your legacy is much more than your assets. It’s multifaceted. And successful legacy planning takes experience and holistic thinking. Reach out and let’s make a plan for your legacy to live on.
08/03/2023
Are you wondering where to put your college savings?
A state-sponsored 529 plan may be your best bet. You can pick a fund with an asset mix that's appropriate for the student's age in terms of risk.
With college costs on the rise every year, often faster than inflation overall, paying for education can be challenging-especially if you don't want to take on a ton of debt.
Let’s get a plan in place for the kids college savings!
Confidence levels soar with the right guidance. From retirement planning to financial security, working with an advisor who gets you makes all the difference. Reach out today to take the first step toward a more confident future.
Source: Northwestern Mutual Planning and Progress Study, 2023.
Your retirement number is as unique as you are. I can help you find yours, and make a plan to get you there, no matter where you are in your savings journey.
Source: Northwestern Mutual Planning & Progress Study, 2023
The truth is, not many people know how much $$$ they need to go after their dreams. I can show you the numbers so you can feel good about going for those dreams.
Source: Northwestern Mutual Great Realization 2022 Study
06/20/2023
Many Americans are fooling themselves when it comes to their retirement readiness - especially the wealthier ones.
About one-third (34%) of American households say they're at risk of not being able to replace their working income in retirement. But an index measuring the percentage of working-age households at risk forecasts a far larger number - nearly half (47%) are in danger, according to a new brief published by the Center for Retirement Research at Boston College.
Overall, 41% of households with high-median incomes
- which varied based on age and marital status - were at risk of a falling standard of living in retirement, while only 17% reported they were concerned, according to the report. That's a 24-percentage-point discrepancy.
But the brief found 45% of middle-income households are in danger versus the 33% who say they are, a 12-point difference. For low-income households, 56% are at risk compared with 50% who say they are - a 6-percentage-point difference.
Need I say more?
06/13/2023
☀️ Sunny Money 💰
💪💰 Bouncing Back Stronger: Overcoming financial setbacks is possible! Acknowledge the setback, create a strategic plan, and take action towards your recovery. Remember, setbacks are temporary, and studies show that the majority of individuals who face financial setbacks are able to bounce back and thrive. Stay resilient and take charge of your financial journey! 🌟✨
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06/08/2023
☀️Sunny Money 💸 Day: 6
📜💼 Secure Your Legacy: Setting up a Will & Trust is crucial! Ensure your assets are distributed as per your wishes, protect loved ones, and minimize taxes. Avoid probate, plan for incapacity, and maintain control even after you’re gone. Don’t leave your legacy to chance - take control now! ✍️💙
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