Some Important Topics We Talk About:

- How to Avoid Running Out of Money in Retirement?

- Retirement Planning for Women.

- Getting the Most out of Social Security.

- Health Care Costs and How to avoid Being a Burden to Your Children.

- Leaving a Legacy - How do you want to be remembered.

- Turning Assets into Retirement Income






Do you have ENOUGH for retirement?

Proudly serving all of Lansing, Michigan including Holt, Mason, East Lansing, Okemos, Grand Ledge, Saint Johns and more.

Today's investment climate offers new opportunities. My mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals

  2. A well-defined roadmap for achieving those goals

  3. Ongoing advice to help adjust their roadmap when their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I will help you develop a personalized, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term objectives. On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. Here, you will find informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my Web site often, as the content is constantly being updated. 

If you have any questions or want to schedule an intial complimentary meeting without any obligation, you may e-mail me at or call 517.731-0768.