FAQ

Most of my clients are financially independent women who are either divorced or widowed.  I actually do have male clients and married couples too. 

All my clients benefit from my years of work and experience as a financial planner, but I no longer create formal financial plans.  I refer that business to those CFP^® professionals dedicated to planning.

I am strictly a fee-based investment advisor, always have been. 

Mostly ETFs and Mutual Funds, but occasionally a client wants to take a position in a specific stock, which we incorporate into the diversified portfolio.

There are several options available, such as leaving the funds in your current plan, rolling them into an IRA, or taking distributions. Each choice has different implications for taxes, fees, and investment flexibility. Please contact me so we can review your specific situation and determine what may be appropriate for you.

I’m guessing you have more years behind you than ahead – why waste a moment.  Partner with an advisor, a fiduciary, who has your best interests as a priority.  Market volatility is a given, why not have your own dedicated guide to help you in times of uncertainty.  Is it financial news or noise?  Have a front-line filter to help you know which.  You got what you got; it gets down to making the choice to get your $’s working hard for you.  And most of all, establish a relationship with a trusted advisor who will help guide you towards that oh so important sense of financial well-being.  Let’s get started!!