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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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Client Centered

Client Centered

My business is built on a foundation of thoughtful client relationships. 

My Process

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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