I help my clients achieve their dreams for today, tomorrow, and well into the future using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. 18 Years of Experience. Tax Planning Strategies Retirement Plan Distribution Insurance Small Business Retirement Planning Strategies Social Security Retirement Benefits Investments Estate Planning Strategies Wealth Preservation Strategies Domestic Partner Planning