Savvy Ladies Volunteers
I am a CFP® with more than 20 years of financial planning experience. I focus on retirement and retirement income planning, investing and taxes in retirement. I speak on Social Security and Medicare in retirement and divorce across the country.
Areas of Expertise (as specified by volunteer)
Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows
I collaborate with individuals and families transitioning into retirement, divorce, or widowhood who want to sustain and grow their wealth while ensuring the people and causes most important to them are taken care of.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Integra Shield Financial Group LLC and Cambridge are not affiliated.