I'll help you analyze where you are today, help you clarify where you want to be in retirement, then collaborate with you to develop a financial plan that can help create an ever-increasing level of financial independence. We'll navigate toward a point where employment may become optional — freeing you up to choose a new career path, lend your expertise to a non-profit or simply pursue your dreams.Specialties: Focused on Generational Wealth, Estate Planning. Long-term care planning.My hobbies include coffee roasting and mountain biking./*********/Demo - Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Investment products and services are offered through A and D financial Member SIPC a registered broker-dealer and a separate non-bank affiliate of Archive and Discover Financial. Any other referenced entity is a separate entity from Archive and Discover Financial.