I’m a financial planner. Those words mean the world to me. Like tens of thousands of other financial planners, I have dedicated my professional life to helping people manage their financial resources so they can live with peace of mind, security, and joy.
Throughout my 25-year career, I have advised clients on money issues, big and small. I have helped them clarify life goals, manage income and expenses, build and manage investment portfolios, save for retirement, determine retirement income strategies, purchase a new home,…
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