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Our practice offers a holistic approach to wealth management with emphasis on risk management and retirement income. We advise clients who are in their retirement years, as well as those who are about to retire soon, or preparing for retirement in the future. We present realistic, conservative strategies, and are mindful of investment costs and taxes. We provide thorough, comprehensive reviews to make sure that the investments are on track and suited for your retirement goals. Most importantly, we help our clients find solutions to important issues facing them, such as outliving their money and wealth transfer.
Serving as a Financial Advisor is an important responsibility and commitment. Enjoying the analytical and planning aspects of the role of a Financial Advisor, I am very fortunate to be among those who love their life's work. I became a Financial Advisor because of my conviction to educate and empower clients/individuals/investors, helping them make informed decisions about their investments. We are especially beneficial and valuable to women in transition.
Every client's financial goals, current situation and personal investment preferences are unique. As your Financial Advisor, my most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources, and planning expertise from which I can draw when designing customized solutions based on my knowledge of your specific goals and objectives.
Please click on My Profile to learn more about me and to download a brochure to give to your friends, family and colleagues who would benefit from working with me. With gratitude and appreciation, our practice continues to grow with referrals from our family of clients.
Sarasota South-2016 Medium Branch of the Year