Throughout my life, helping others has been an integral part of who I am. My primary purpose is to serve my clients through all phases of their lives by providing them with financial guidance that is tailored to meet the needs of their unique situations. As a mother of two young girls, both of whom have endured health challenges, I have learned to appreciate the value that planning for them financially brings to all of our lives. When we have less to worry about, we are better able to be present for the many moments of joy that life offers. I am originally from Connecticut and my husband is from Tennessee where we have a sprawling family farm of cattle and horses. I live in Gold Canyon with my two daughters, step-son, husband, and two dogs and a cat- all of who mean the world to me. Services:
Preparing for the unexpected: (Life insurance, Long Term care insurance, Emergency Funds) Preparing for retirement: (401k plans, SEP, SIMPLE, Roth and Traditional IRA) Living in retirement: (Annuities) Paying for Education: (529 plans) Estate or Inheritance Strategies: (Trusts, Brokerage accounts).