I assist individuals and families at Zeal
Financial Advisors located at Zeal Credit Union reach their financial goals by
providing financial advice based on decades of experience creating realistic
and detailed financial plans. I am deeply committed to my clients' financial
well-being, and I strive to listen intently to their needs and concerns in
order to provide them with just the right help for their unique circumstances.
As
a Chartered Retirement Planning
CounselorSM or CRPC®, I focus on helping
members and non-members to clarify their financial situation and reach their
financial goals. My extensive knowledge of Thrift Savings Plan (TSP),
401(K), 403(B), 457(B), pension plans and IRA’s will benefit you in making
appropriate decisions for your situation. Here are just a few I can help you
with:
- Understand
your employer sponsored retirement and pension benefit options.
- Balance and
build a non-retirement investment account.
- Accurately
determine and review your life insurance needs.
- Develop
additional financial planning strategies that may be needed to meet your
unique set of circumstances.
- Assist you
with consolidating existing retirement plans from previous employers.
- Develop
education and generational gifting strategies.
Working together, I'll help you
make solid financial decisions consistent with your comfort level, investment
timeline and financial goals. The end result will be strategies tailored to
help you accumulate, protect, use and transfer assets in a way best suited for
your distinctive set of circumstances. Periodically, we'll review your
situation and make adjustments if necessary.
As you plan for retirement, you want to work
with a professional who really knows their material. Someone with specialized education and training
reinforced by continuing professional commitment.
You should accept nothing less; I accept
nothing less from myself. That is why I
have earned my CRPC® designation
as part of my continuing education. I feel that the insight I have gained through the CRPC® has made me even better at what I do.
As an active and
sociable individual, I enjoy traveling to warm places along the ocean as well
as bus
