2319 Whitney Avenue, Suite 5AHamden, CT 06518
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Let’s Look Forward
A values-based approach
My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs.
Social Security: By the Numbers
When Markets React
Money that Buys Good Health is Never Ill Spent
Filing Final Tax Returns for the Deceased
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
The Latte Lie and Other Myths
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.