I work with clients to identify their financial security needs and then focus on solutions that can help make their goals a reality. My practice is built around educating small businesses, both employees and owners, medical professionals, professionals and those in the pre-retirement stage about strategies in personal finance and strong retirement planning. My team and I will stress test your plan to make sure that it suits your future needs. We also provide insurance services for our clients in the areas of Life, Disability, Long Term Care and other business solution options for your succession planning needs.Having worked in the business side of healthcare for almost fifteen years, I understand the unique needs of medical professionals. I pride myself in offering not just financial planning and insurance services, but also bring experience in insurance reimbursement and practice management.Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI. For full disclosures, please visit my website at https://www.lifespanfinancialpartners.com.
