Whether you are a few years out from retirement, contemplating retiring for a while or in retirement and feel you need someone to put the pieces of the puzzle together and be a sounding board for ideas – this is where I can help.

I can’t guarantee to make you the most money, or find the next best investment – however I can guarantee I will listen to where you are now in life then where you want to be and make sure I can provide you with a plan that gives you comfort whether you are leading into retirement or already in retirement.