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My passion is working with people to help ensure that they are financially sound and can enjoy their lives.

My expertise is in retirement planning and providing financial security planning advice during life transitions such as divorce or the loss of a loved one.

A seasoned financial security advisor, I deliver expert guidance about your individual needs and offer reassurance that your plan is financially sound.  As an authority on matters related to divorce and aging, I provide recommendations that serve to help protect your financial interests.

Whether you are preparing to retire, running a business, considering a divorce, or dealing with issues related to aging (either you or people close to you), I will work with you to build the financial security plan that best fits your needs for today and into the future. Together, we will evaluate your needs, and create an individualized, customized plan that will help you to achieve your goals.
 
Through Freedom 55 Financial, I also have access to a team of highly-qualified tax and planning specialists who work with me to help you make sense of all of your options. I understand your goals and dreams are as individual as you are.
 
Contact me to find out how financial security planning can help you have the financial future you have always dreamed of.