The ability to impact lives is why I enjoy working with my clients and helping them build personalized strategies for their financial goals.
* Helping determine the most appropriate financial strategy for you and your family
* Helping families build plans for their retirement, education and emergency savings
* Anticipating life insurance and long-term care needs
* Working closely with you and your CPA, attorney and other professionals
My focus areas are planning for retirement, income stream in retirement, financial analysis and portfolio strategies. Outside of the office, I enjoy camping, wine tasting, photography and spending time with my grandchildren. If you have goals but aren't sure if you are on track to meet them, I am the person to help.
Call me for a no obligation strategy review (951) 679-5869.
Meetings are available by phone, in person or Zoom.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- Insurance & Annuities