As a CFP, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst and Certified Public Accountant, I work with clients in
Place Description:
As a CFP, Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst and Certified Public Accountant, I work with clients in all stages of their life. I help clients prepare for retirement as well as elder care options, and help them plan for future options. I work with families through all later stages in life; helping to make the best individual plan that match with their resources and wishes.
