Strategies for Effective Personal and Business Financial Planning

As an independent financial planner and Certified Long-Term Care Consultant (CLTC®) in Charlottesville, VA, I provide tax-efficient financial education and management services to assist individuals and their families in meeting their personal and professional financial goals. There are a lot of options out there, and it can be difficult to determine the best path to reach your objectives. Whether you are just beginning to save for your children's college fund, starting a business, or nearing retirement age, I am here to help you get there worry-free. 

When it comes to your financial future, you don't have to go it alone. While you can use the resources here to gain a better understanding of the financial concepts of insurance, investing, retirement, estate planning, and wealth preservation, I encourage you to contact me for guidance and answers to your questions. I look forward to the opportunity to work with you.