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Why Choose Carol


Carol specializes in working with seniors and Baby Boomers in the areas of retirement and estate planning for both individuals and their families. Her genuine concern for her client's financial well-being enables her to help aid her clients in successfully meeting their planning needs while building long-lasting, meaningful relationships. Carol made the decision to work with seniors after seeing firsthand the heartache that ensues when they do not have the appropriate planning in place. Her clients have spent a lifetime saving for retirement and it's her job to help them make sure that their savings is well protected. 

Her primary goal is to protect, preserve and shield her client's income and assets and ultimately their estates.