I am happily married We have two beautiful children. We are Michigan natives and it will always be home. However, we moved to Florida 21 years ago. I love being involved in our community. I served on the Advisory Committee for The First Tee of Lakeland for 10 years. I am now on the Executive Committeee for the Walk to End Alzheimer's of Polk County. I have been a member of NAWBO for 8 years and on the board for 5. I have been in the financial services industry for ten years. I love helping clients to find the best strategies for them. I will go the extra mile to make sure the plan we put together that will help leave a legacy and insure you don't out live your money.
We use six step approach to do a detailed analysis of your current financial picture so that we can customize a plan to help you acheive your hopes and dreams.
Please bring any current statements:
- 401k
- IRA
- Pension
- Bank
- Credit Cards
Along with knowing your balance, payment and interest on:
- Mortgage
- Student Loans
- Car
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