What I do

 

Professional Specialties

  • Business and Personal Insurance Planning
  • Estate Planning Strategies and Tax Reduction Strategies
  • Retirement Planning

     

 

 

 I work with professionals and business owners to help protect the value of their businesses or practices: to create assets outside of those businesses; to preserve their financial accomplishments.   

 

 

 I work with women who are making independent financial decisions to provide themselves with income and economic security.

 

 

 

 

 

 

 I provide ways to help assure college educations and to help secure retirements.  I help you protect yourself, your children and your families.