As a financial advisor, I help professionals, business owners, and families prepare for their financial future. We are able to assist in protecting income and assets, investing and accumulating assets, and preserving assets. I specialize in helping pre-retirees and retirees prepare for income in retirement. This may include business succession strategies, or estate planning. My education and designations include the FSCP©, RICP© (Retirement Income Certified Professional) and CLTC© (Certified in Long Term Care). I enjoy helping professionals, business owners, individuals and couples in preparing to live their best retirement with choices, options, and control.