CA - Ins. Lic# 0727397
Insurance and Financial Services
According to an April 2021 survey by Gallup, 58% of Americans are worried about having enough money saved for retirement. Do you have enough money to retire on? Most people feel they don’t. (Gallup)
No matter your goals and dreams for retirement, making them happen means having a reliable stream of income. Fortunately, you can have a financial advisor by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy that gives you the freedom and stability to maintain your lifestyle, pursue your goals, and concentrate on living the lifestyle you desire. Let us help you get started.
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Calculators
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
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