About My Practice
I provide a broad range of personalized financial planning services, helping individual clients sort through the many issues that affect their financial well being. These services include narrowly defined "single-issue questions" (such as comprehending your broker's account statement, the IRA distribution rules, funding your trust, or long-term care and housing issues); entire "categorical areas" (such as retirement, tax, investment or estate planning); or "broad-based planning, "which encompasses the entire financial planning process. The detailed approach I use looks at what you want, what you have, and what you need to do. My thrust is to help you understand the alternatives available so you can make informed decisions about your finances. At your option, I coordinate with your advisors to implement and monitor the choices you make. I am particularly experienced in, and attuned to, the unique and sensitive concerns of retirees and their families - especially where adult children are located in other areas, when I can be viewed as a "surrogate daughter". In select situations, I am willing to serve as Trustee and/or Power of Attorney. My clients, most of whom are of moderate and upper incomes, also include salaried and self-employed individuals. A one-hour free initial consultation generally is sufficient to help you identify the scope and cost range of the work you are considering.
I have: counseled major insurance companies on agent education; been in charge of all courses for the nation's largest insurance training institution; authored publications on risk appraisal and financial planning; taught CFP and CLU courses; garnered eighteen American/international Who's Who listings; and worked with individual clients since 1971.
Registrations, Licenses, Certifications & Affiliations
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter(R), Certified Trust & Financial Advisor(tm)
Considerations: Hourly fee
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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