I am passionate about serving, educating and empowering people about their options for secure retirement, Social Security planning, lifetime income and legacy planning
I like to take a holistic approach with my clients asking “what are your goals and how can we achieve them?” This allows me and the team at Care Financial to find strategies to ensure my clients have a plan to cover all of their concerns. Knowing my clients’ unique and individual needs, I am able to help them achieve their goals.
I take pride in developing close lasting relationships with the individuals and families that I have the privilege of serving!
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.