Comprehensive Investment Experience and Services

I understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s or grandchildren’s college education, financing a business, planning for retirement, or something else entirely, I offer the financial planning resources and ongoing management with the singular goal of helping you succeed in both your personal and your business life.

Working with Women

As a professional in the financial services field for over 25 years, I have developed a passion for working with women. Because of what I call the “3 D’s” — death, divorce, or disability— women require a specialized approach to financial planning.

Some women find themselves alone and in charge of their household finances for the first time in their lives. Not knowing what to do (or not to do) is frightening. Others face divorce and don’t have any idea of the assets they own, and what is required to maintain a comfortable life after dissolution.

If you find yourself in these situations or know another woman who is facing something similar, I can help. I start by providing an analysis of the current assets and benefits, identifying income needs, and then charting a path for the future. Working with patience and empathy, I have been able to assist women effectively and personally.

Our Approach to Retirement Planning

The Bucket Strategy®

To create your personalized plan for retirement, we use The Bucket Strategy®. The Bucket Strategy® matches your assets to your liabilities, using strategic investments to draw cash flow when needed, allowing time for other investments in the portfolio to potentially grow.

Investments are bucketed into three categories that correspond to various stages of your retirement based on your evolving income needs.

Guarantees are based on the claims paying ability of the issuing insurance company. Investing involves risks including the potential loss of principal. No strategy can assure success or protects against loss. Past performance is no guarantee of future results.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The Bucket Strategy

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Start Building Your Retirement Plan Today

Start your strategy and gain personalized investment advice and support to help grow your portfolio.

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