I have been working in the financial services since 2012 and have been a financial planner since 2019. My focus is on individuals and couples already retired or looking to retire in the next 5 years. If you can see retirement on the horizon and want to figure out the best way to get there, we would work well together. I have a B.S. degree with a major in finance and a minor in economics. My services cover all areas of the financial plan (cash flow, taxes, health insurance, income planning, long-term care, estate planning, required minimum distributions, gifting strategies), not just investments. I will help you make all the big decisions in retirement and be your partner for life.