After 10+ years in the asset management business, and after several family life events, I started my own practice to be able to exclusively serve individuals and families. Life can be complicated, and rarely goes according to plan. Our goal is to simply help people make smarter financial decisions, and provide them with financial independence and peace of mind. Whether you're starting a family, changing careers, starting your own business, preparing for retirement, or just trying to provide a legacy for the ones you care for most - We will work together to create a personalized strategy to help you achieve your goals. Specialties: 401(k) Rollovers | Pension & Social Security Analysis | Long-Term Care Strategies | Life Insurance | College Savings | Small Business Retirement Plans