As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan.
Join our live webinar to learn how Social Security benefits work for you and your spouse, and about the potential opportunities you may have to increase your benefits throughout retirement.
This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.
To me, investing is like building a house: you need to start with a blueprint and a solid foundation. Taking a step-by-step approach will help you ensure your immediate needs are met, then allow you to add extra features as your finances permit. I enjoy working with families and individuals who are looking for financial guidance and advice on how to plan for their best financial future.
My licenses include Series 7, Series 66 and insurance. I’m a native Oregonian and a graduate of the University of Oregon. When I’m not at work, I’m busy training for my next triathlon, hiking, scuba diving, trying new restaurants or traveling with my husband to his home country of Wales.
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