“Partnering with my clients to provide individualized Solutions”
After years of managing teams in corporate America, I decided to focus on my daughter 100% and take care of what really matters in life; family. When she went to school full time, I started the search for a meaningful career that not only put my two business degrees to work, but one that was in alignment with my values and made a difference in the lives of others.
At that time, my Father found himself trying to navigate through the process of retirement.
Retirement was not just a new chapter in his life – it was a new book!
It quickly became evident to me that there were a lot of decisions to be made – Medicare, taxes, investment strategies, diversification, income planning, and the list goes on. These decisions were completely overwhelming to him. And so it began; my quest to understand and educate not only him, but others on these topics with someone they could trust.
Having expertise in business and personal planning my process is simple: Understand my client’s needs, listen to their concerns, help educate them on their options, and partner together in providing the best individualized solution.
In working with different companies in this industry, I have found my home as a Partner with InPower Investments & Wealth Strategies/Independent Retirement Group. We are completely independent and work with only the top rated carriers. Whether you have individual, family or business/corporate needs, I am confident we will empower you to realize your retirement objectives.
InPower Investments & Wealth Strategies does not provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions