"Helping you get to a Work-Optional Lifestyle."
We Serve and Specialize in Providing Wealth Planning and Retirement Income Planning Strategies and Solutions for:
- Moving Forward On Your Own - But With Our Continued Support and Care. Over the past 19 years, many of my clients have lost their beloved Husbands. I have witnessed the Widows' struggles and desires to maintain their Independence.
Small Business Owners:
- Working with you on your road to recovery and guiding you along the path to financial independence. My Mother was a Single Parent of three, and as I grew up, I became very familiar with her struggles. She worked two jobs to put a roof over our heads and to provide meals. In addition, she worked hard to further her Education.
- Small Business Owners who want to Maximize their Retirement and Tax Savings.
I can help Educate and Inform you to determine if an Annuity is the right Retirement Strategy for you. I help people feel confident and comfortable with their finances.
No matter what stage of life you’re in, we can help you achieve the confidence and independence to pursue the things that matter most to you. Your journey begins now. Let us help you get on your way.
LONGMONT OFFICE HOURS
By appointment only.
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