Enabling Reinvention


14K Yellow gold Engagement Wedding Natural Diamond Princess Red Garnet Gem Ring

Item specifics

Main Stone: Diamond Total Carat Weight (TCW): .75
Ring Size: 7 Metal Purity: 14k
Use Occasion: Engagement Sizable: Yes
Main Stone Shape: Round Clarity: VS2
Metal: Multi-Tone Gold Diamond Color: H

Do you have assets sitting in a former employer's retirement plan, or hard earned money, earning next to nothing in a bank or CD or just want a second opinion on your current investments?

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We understand today’s financial environment. We know that individuals face unique challenges. We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients. Let us evaluate your financial picture and help get your retirement clearly focused.

14k Yellow gold Nautical Anchor Ship Wheel Mariners Link Id Mothers Day Gifts

Since becoming securities licensed in 1983, I have had the pleasure of helping many families plan for retirement.  When relationships span decades and include generations of family members you come to know people intimately. I consider my clients my friends. I enjoy watching them thrive in their retirement years.  We treat every client like we treat our family.

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When you stop working for your money, your money needs to start working for you. Identifying assets that are best suited for long-term monthly income to complement Social Security, pensions or other income is paramount to a comfortable retirement.  Identifying stagnant assets that need to work harder for you can make a huge difference in your retirement years.  

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Our business is built on a foundation
of thoughtful client relationships.

Protection is Key.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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