As your Financial Coach, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.Drawing upon IP Financial's extensive resources and capabilities, I can help you address all aspects of your financial life. Feel free to contact me for a confidential conversation by e-mailing: oberrocal@innovationpartnersllc.comSpecialties: Retirement income planning, 401k, 403b, Roth IRA, and wealth building. Securities offered through Innovation Partners, LLC. Member FINRA/SIPC