11/27/2025
I have so much to be grateful for this season, but I’m especially thankful for you! 🧡
I’m grateful for the clients who have allowed me to be part of their long-term planning, shared their goals with me, and continuously placed their confidence in my work. Those of you who are preparing for retirement continue to inspire me to offer education about Medicare, Social Security and the many factors that can impact your golden years. I’m truly fortunate to help others on their journey towards a happy and stress-free retirement.
Thank you all for trusting me. I wish you all a happy and healthy . 🦃