My Work Extends Beyond Individual Consultation And Educational Seminars. I Join In Lobbying Efforts Protecting Educators' Financial Rights, Provide Advisory And Consultation Service To Local Association Leadership On Matters Affecting Their Member'S Benefits And Offer Consistent Support And Resources In Aiding Their Membership. Educators Have Come To Rely On My Knowledge And Experience In Retirement, Tax And Legislative Matters To Help Make The Most Of Their Investment Planning. We Specialize In 403(B), We Educate People About Their Retirement Planning And Their Pension Plans, Trs, Show Them How To Supplement Those Benefits By Sheltering The Money They Have Now. It Is Safe Smart And Simple. Whether You Need Guidance On How To Start Saving, Managing Your Current Investments, Setting Goals For Long-Term Financial Security, Advice On Trs/Ers Options At Retirement, Or Just A Trusted Advisor, I Will Be There To Support And Assist You.

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My Work Extends Beyond Individual Consultation And Educational Seminars. I Join In Lobbying Efforts Protecting Educators' Financial Rights, Provide Advisory And Consultation Service To Local Association Leadership On Matters Affecting Their Member'S Benefits And Offer Consistent Support And Resources In Aiding Their Membership. Educators Have Come To Rely On My Knowledge And Experience In Retirement, Tax And Legislative Matters To Help Make The Most Of Their Investment Planning. We Specialize In 403(B), We Educate People About Their Retirement Planning And Their Pension Plans, Trs, Show Them How To Supplement Those Benefits By Sheltering The Money They Have Now. It Is Safe Smart And Simple. Whether You Need Guidance On How To Start Saving, Managing Your Current Investments, Setting Goals For Long-Term Financial Security, Advice On Trs/Ers Options At Retirement, Or Just A Trusted Advisor, I Will Be There To Support And Assist You.
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Retirement Planning Services