Mission: My mission is to make a positive impact on the lives of my clients, and to provide highly individualized personal service that will help clients achieve their short and long-term financial goals through an informed decision-making process.
Serving: Individuals, families, pre-retirees, retirees, and employers in your unique state of life and circumstance.
Our Process: Our streamlined process helps you focus on the things that matter most so you can enjoy our life more. Together, we create a thoughtful plan that gives you the best possibility of realizing your most important financial goals. 1. Discovery – We aim to understand your current situation and goals in order to identify and discuss potential roadblocks. 2. Analysis – To identify any gaps and strategically build a plan to help you achieve your vision for the future we analyze your current situation. 3. Strategy – Based on our analysis, we work to develop a set of considerations to help achieve your goals. 4. Implement – Putting your desired considerations into action requires planning and implementation on both our end and yours. 5. Review - Your plan should continue to meet your changing needs, which requires periodic review and monitoring.
Professional Services: • Annuities • Brokerage Services • Business Succession Strategies • Educational Funding Strategies • Estate Conservation Strategies • Financial Needs Analysis • Income Protection Strategies • Individual & Group Retirement Strategies including 401k, 403b, 457, IRA, Roth IRA • Life and Long-Term Care insurance • Mutual Funds • Unit Investment Trusts
Professional Qualifications: • Life, Health and Long-Term Care Licensed • Series 6, 63 & 65 registrations • Securities licensed in Michigan, Florida, Alabama, South Carolina, District of Columbia, New York, Ohio, Texas, Utah
About Me: I was born, raised and reside in Saginaw, MI. Married to husband William, mother of son Jeffrey. Lifelong member and current board member of Michigan Avenue Baptist Church. Enjoy the outdoors, boating, dancing, singing and drawing.