Personal Finance and Retirement Planning

Registered Financial Gerontologist and Certified Financial educator provides over 30 years of experience in personal and corporate finance and specializes in retirement planning, succession planning, and retirement income.  

Building sound retirement through education, management, and protection. Individuals and families need to determine how they will provide for their financial needs for many years past normal retirement, at the same time providing for elderly parents or children. Staff will guide you through the complicated maze of financial products and services, and tax regulations and allow you to make informative, educated decisions.