
Helping people plan FOR their retirement;
Help them through the PROCESS of retiring;
then, Guiding them THROUGH their retirement.
When making decisions regarding your retirement, at age 30 or 65, it is important to work with someone that you trust; that makes you feel confident and reassured in your decisions. When I sit down with my clients, the first thing I want to learn is about them.
- Who are they?
- What is most important in their lives?
- Who is most important in their lives, and
- How do they want to protect them?
My clients appreciate an open, values-directed approach of a woman who listens to their needs and applies thoughtful planning. We work together to develop a written plan based on their goals and needs. They appreciate that their questions are addressed in a timely manner and understand why they are invested as they are.
“What I love the most about my job is helping people plan their journey to retirement, then watching it all come to fruition. ” –Darla Wise
- Financial Advisor
- Investments
- Retirement Planning and Strategies
- Life Insurance and Annuities
- College Funding
- Roth and Traditional IRA's
- Charitable Giving