Focusing on What Matters Most

Parents are, in so many ways, the foundation of our society. My son is the center of my world, and the fact that he learns differently than many of his peers due to autism doesn't change that at all. In fact, this has made both of us even more attentive to his unique situation.

I help many families with their financial strategies, but I have a special passion for helping those with special needs children. It is a situation that is near and dear to my heart. I am here to help you build strategies that fit your lives. This may include:

 

 

  • College funding
  • Retirement 
  • Managing costs for extended periods of care
  • Lifetime income strategies

 

Please contact me so we can analyze your personal situation and recommend appropriate solutions.

 

 

 

 

 

 

 

 

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