Years of experience have prepared me to guide you through your life transitions.
I create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.
I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.
You probably won’t be surprised to learn that most Americans have similar concerns about the Third Half of their lives. They’re worried about outliving their assets, they’re worried about healthcare expenses, and they are worried about experiencing a significant downturn in the market. Hiring a financial planner to provide you with a Cash Flow Analysis will help you understand and address the following top of mind concerns:
Will I outlive my assets?
Do I have enough money to last until I am in my 90s?
Will my income sources disappear or diminish if we experience a market downturn?
Will I outlive my health?
What if I have to pay for long-term care expenses?
Will I be able to cover the rising cost of healthcare?
Helping you to understand and address these similar concerns initially and ongoing will allow you to make informed decisions about enjoying your Third Half. It will also benefit you by positioning your retirement assets to significantly reduce any possibility of compromising your financial obligations to yourself and your loved ones.
Certified Financial Planner®
Client Relations Manager
President - Latitude Wealth Management
Investment Adviser Representative, OSJ-Branch Manager, Compliance Specialist