C.L.

The journey to becoming financial self confident takes a village. It is climbing a mountain you probably only see the very top of. I help you build a more complete picture. This includes health insurance, life insurance, medicare, long term care planning, lifetime income, tax planning, estate planning, investment management and most importantly social security planning. I help you understand all the different components, so you can confidently head toward retirement and enjoy this time of your life.  I don’t always do this alone. I have a village of additional advisors we can bring in to help. I am excited to help you get started!