I work as a financial advisor with Equitable. I educate people on the options that are available to them in the investment world. Through open conversation and a strategy-based approach, I empower them to make the financial decisions that will build, protect and distribute their wealth. I'll develop goals and objectives with them to build out the steps they can take to help accomplish their short- and long-term financial goals.
Whether it’s understanding the VA benefits, managing transitions into civilian life, or navigating the complexities of retirement planning, I am dedicated to helping veterans achieve the financial security and peace of mind they deserve.
Military members have different options to save for retirement. Service members can choose to participate in a TSP, the Legacy Retirement System, the Blended Retirement System as well as many others.
As a military service member or spouse, you will experience personal financial challenges related to frequent, mandatory moves, and moving expenses to challenges with spousal employment and childcare to insurance and taxes. By having the knowledge to make informed financial decisions, you'll learn more about how to limit the struggles and become financially successful by taking full advantage of all the pay and benefits to which you’re entitled, from basic training through retirement.
With a personalized approach tailored to your individual goals, I will work to ensure you have the tools and knowledge needed to make informed financial decisions. Let’s connect and feel free to reach out to me via LinkedIn for a personalized consultation. I look forward to speaking with you!