I serve small business owners, professionals, and retirees, helping them navigate the complexities of financial planning. My knowledge lies in financial planning, investment management and tax planning. I take pride in collaborating with our team to help achieve positive outcomes for our clients through every stage of their financial journey. My approach is rooted in thoughtful service, aiming to help others live a great life through sound financial strategies.
Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy
November 13, 2024
There is research demonstrating that people who are habitually grateful for what they have also tend to be financially healthier. And that can make a big difference in the quality and satisfaction you achieve during your retirement years.
