Helping you live your best life and build a legacy.

Empowering Families to Transform Financial Challenges into Lifelong Security and Legacy

I want to help families--especially those supporting loved ones with special needs-- navigate financial complexities and turn them into opportunities for lasting safety, wealth and enduring support.  My approach is not just person-centered; it is family centered.  I work to build a secure foundation that protects the whole family's future across generations. 

Together, we can create a plan that ensures your assets are passed on to the right people, at the correct time, in the intended manner -- giving you peace of mind today, and a heritage to be proud of.  Let us build a legacy of love and caring support for your immediate family now.   Secure a place for your neurologically diverse child/children starting today.  

Family photo with Globetrotters

How's your future looking? Let's make it brighter.

What are your thoughts on retirement? Call me to discuss.

My thoughts on retirement:

Retirement is NOT just about stopping work-it IS about starting a new chapter that's aligned with your values, passions, and lifestyle goals.  The ideal retirement is one where you're financially independent, emotionally fulfilled, and mentally engaged in things that bring you joy--whether it's travel, volunteering, spending time with family and loved ones or continuing to work on your own terms.  

In today's world, retirement planning is NOT just about saving a lump sum.  It IS about creating a flexible, sustainable strategy that includes income planning, healthcare considerations, tax efficiency, and legacy goals-- especially when you're supporting family members with additional needs.  This is a common concern.  You are not alone.  

 

It IS about freedom with a purpose.  

Ask yourself- How's my future looking?

If I were a person with a retirement plan in place, I would say it's looking proactive, inclusive and purpose-driven. 😁 But more importantly, for your future to look strong: 

  • Do you have a clear picture of what retirement means to you? 
  • Have you considered the financial needs of your entire family-- not just today but for decades to come?
  • Are you confident your plan accounts for life's unexpected turns, especially when caregiving for developmentally disabled? or when legacy planning is involved?  

If your answers feel uncertain, that IS okay.  That's where the real work -- and opportunity -- begins.

Would you like help building a retirement roadmap that supports not just you, but your whole family foundation?  

Beyond One Day at a Time: Planning for Your Future and a loved one with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs. You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care.

Whatever your particular situation, having a reliable financial plan is the best way to be sure there will be funds available well into the future for your loved one’s medical care, education, and long-term support, as well as necessities for yourself and/or another caretaker.

Our unique approach to retirement income planning is designed to give you a greater confidence--knowing that the money you're working so hard to save will last throughout your lifetime and beyond.  

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge here. Be ahead of the game! Call me to discuss a plan soon.

Life can be very unpredictable and have unexpected turns. Let's get ready to face them with courage and confidence. You work hard for your money, now let your money work for you and your loved ones. Regardless of abilities, each family is valued and a vital part of your story.