You should reach out if you need someone in your corner that you can depend on to help you get ready for retirement in the next year or two.
Or if you're already retired, we can work to maintain a comfortable and confident lifestyle for you and those who are important to you.
I do my best work with friendly, financially responsible women approaching retirement - or already retired - with $2 million or more in investment assets. See more about who I best work with here.
If you feel like we might be a good fit to work together, please request a complimentary consultation using the form below.