Have you ever wondered how you can choose between having a nice retirement and leaving money to your kids?

Whether you are moving because you found a new position or because your job was eliminated, it is important to consider all your options for your retirement plan. 

You've worked hard, you've saved for retirement and now you are ready for the next phase of your life. 

Special needs planning can be complex. I can help guide families through the myriad of questions, concerns and impacts of their financial decisions. 

Building a business takes a lot of time, energy and money. Knowing your options when it comes to transferring the business is important from an economic and emotional standpoint.