For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- NAWBO (National Association Women Business Owners)
- Laguna Beach Women's Club
- Member: Laguna Beach Chamber
- Member: Surfrider Organization
- NAFE (National Association Female Executives)
- Member - Orange County Museum of Art
- Member : Laguna Niguel Chamber of Commerce
- Member: Octane Organization
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- Series 7
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- BS Business, Indiana University
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
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529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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