Why Choose Carol

Carol  has been involved in various aspects of the Financial Services industry since 1978. Her varied background includes experience in banking, the mortgage industry, property management, insurance and securities. Her experience in all these areas combined with her genuine concern for the well-being of her clients enables her to successfully meet their immediate and long-term goals.  She is a Master Elite IRA Advisor with the Ed Slott organization, a Certified Bucket Plan Advisor, a Retirement Income Certified Professional (RIPC®) and Certified Financial Fiduciary (CFF®)

Carol specializes in retirement and estate planning for Pre-Retirees, Retirees and their families. Her primary goals are to protect, preserve and shield her clients’ income and assets and ultimately their estates. She accomplishes this with financial plans that are designed with her clients’ unique financial needs in mind.

Extremely knowledgeable and passionate about her work, Carol’s clients find her warm, personable and easy to work with. She is completely dedicated to her clients and their needs. She can make the confusing and complex issues of retirement and estate planning clear and understandable. This helps her clients to feel comfortable with her recommendations and better informed about the solutions they decide to implement.

In everything she does, Carol seeks to provide her clients with the ultimate asset: peace of mind. Through her planning techniques, her clients obtain individualized financial plans that may reduce risk, save tax dollars, protect assets from Long-term Care costs and avoid probate. For people looking to achieve these goals, Carol is the ideal partner. With her experience, professional training and education, she can meet your financial planning needs as well.