Services

Initial Consultation My consultation services are always free.  My job here is to find out more about you, your needs, your goals and your dreams.  What do you have in place already?  Where would you like to be next year?  in 10 years?  When you retire?   By getting to know more about you and what's important to you I can offer specific solutions that work for you and help you accomplish your specific goals. 

Life Events:  Let's face it... life is always evolving, changing and throwing new things at us.  Sometimes you have to change things up.  My job is to help you stay on track during life's events such as marriage, divorce, birth of a child, buying a new home, sending your kids to college, your retirement, or even death.

Annual Reviews:  The worst thing you can do is start something and then throw it in the drawer and forget about it!  I will help you keep your goals relevant and current.  Reviewing your ever changing needs and goals to make sure you are still on track to meet them.  You don't want to end up at retirement and figure out we didn't meet your goals!

Service:  Sometimes you just have questions that need to be answered.  You may need to update your account information or change a beneficiary.  We live in a technoligical world where you have access to your account online 24 hours a day, 7 days a week where you can make some simple changes when it's convenient for you.   You can also call me or email me with any concerns you may have.

Referrals:  Do you know someone who could benefit from the services I offer?  A family member, a friend, co-worker or neighbor?  I don't like to just cold call someone I don't know as it can be uncomfortable for everyone involved.  Let's find a time to chat on the phone and talk about how I can best help that person you care about and talk about how you can introduce me (or get permission for me to contact them). 

 

Calculators