I'm happy to share with you some great information with you to hopefully start a conversation or at least be a resource for you as you navigate the ever-changing world of personal finances and insurance.
There's a lot of infomation out there about financial planning. It's hard not to get lost in the volume of information from different sources. I am an educated, down to earth financial advisor who has had experience with the loss of a spouse, and lots of other "life happens" situations so I can relate to you.
We have published downloadable booklets for you so that you can read through them, make notes to ask questions, schedule a meeting with us. We are here for you if you have any questions about planning for your financial future.