The key pieces of a sound financial plan are Estate/Asset protection strategies along with Retirement, Investment and Contingency Planning. We can help you put a plan together to address all these areas of your life.
With retirement often lasting for 20 years or more, many are concerned about outliving their savings. To avoid this, we can help you choose the appropriate techniques to accumulate wealth for retirement income to help ensure that you can afford the retirement lifestyle you deserve.
Estate taxes can significantly shrink the size of your estate. Together, we’ll focus on shielding your assets through estate tax reduction, tax payment techniques, transfer of property, and custom-designed wills and trusts that will leave an enduring legacy for your loved ones.
Finding information is easy but choosing suitable investments can be much more difficult. We can assist you in identifying your investment objectives, evaluating risk tolerance, developing an appropriate asset allocation and recommending alternative strategies tailored to help meet your individual needs and goals.
"I am dedicated to providing personalized financial planning and strategies for XCEL Federal Credit Union members. By fully understanding my client's financial and personal goals, I develop a strategy that is individually customized to those who I work with. I strive to provide my clients with clarity through a personalized and goal-based financial experience."