Financial professional who's passionate about bringing organization and order to the financial lives of individuals and businesses. Born in Key West, FL and raised in the Florida Keys, I come from a family of small business owners. I am dedicated to working with, not just for, individuals and businesses to reach their long-term goals. Who we serve: Individuals Business owners and employees Women Teachers 401(k) plan participants New or expecting parents Pre and post retirees What we offer: Retirement savings (IRAs, ROTH IRAs, Brokerage accounts) Business retirement savings (SEP IRAs, SIMPLE IRAs, Owner-only 401(k) plans, 401(k) plans for employees, 403(b) plans, 457 plans, Safe Harbor 401(k) plans Cash, CDs, Savings accounts Investments (stocks, bonds, mutual funds, ETFs, UITs) Insurance (Life, Long-term care, Hybrid policies, Long-term disability) Annuities (Fixed, Income, Variable) Tax efficient strategies Budgeting/debt management/planning strategies for your goals Estate Considerations/legacy goals Why we serve: For you to live a healthier financial life To help you bring organization to your finances To help educate and plan for your future For you to have peace of mind How we serve: Learning what's most important to you Building a relationship and trust with you Creating personalized strategies to reach your goals Partnering with you to keep you on track Using a process to reach your goals o Where you are today o Where you would like to be o Can you get there? o How do you get there? o How can you stay on track? If you, or someone you know, could benefit from these services please contact me at 770-251-8391 or