Helping you with your accounts is an honor I won't take for granted. I love helping others make important financial decisions, like what to do with their retirement accounts when they change jobs or retire. Working together, we will focus on your key financial goals which may include:
- Retirement Planning - determining which account(s) to use, and how.
- Investment Advice - using investments appropriately, and adjusting your allocations over time.
- Income Planning - effectively planning for income in retirement (Social Security, pension, withdrawals).
- Estate Planning - wisely planning for your beneficiaries.
I can help you with these goals by educating you, offering appropriate choices, and guiding you through the entire process.
Please contact me to learn more!
My Credentials
. . .
- In the industry since 1998
- BA in Mathematics and Finance from the University
of Northern Iowa (Go Panthers!)
- MBA in Management from the University of Northern Iowa
- Chartered Retirement Planning Counselor (CRPC) from the
College for Financial Planning
