Halfway through the year is a great time for an annual review! Let's meet and see how your 2025 financial goals are progressing.

Missing out on a summer vacation? It's never too early to start planning for next year's trip! I can help you create a savings plan for the vacation of your dreams – whether it's relaxing on a beach, strolling through a vista, or exploring historical sites. Let's meet to discuss!

As a business owner, you may sometimes feel adrift. But you're not alone. I can help! Let’s take time to look at employee benefits you could offer – like life insurance, retirement plans and more. These benefits can help attract and retain employees for your business!

Summer is the season of refreshment. Your wardrobe. Your home. And your financial plans. While you're checking off your summer to-do list, don’t forget this important one – reviewing your beneficiary information. Life changes and your beneficiary designations should reflect that. A quick review now can save your loved ones confusion later. Let me know how I can help!