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Scope of Services

My goal is to help address the needs and concerns for you, your family, friends, and co workers. If there’s any topic that you think we haven’t covered yet and now you want to talk about it, I’m here for you..

Starting your career

Job Promotion/Transition

Retirement Transition




Buying a Home

Moving/Selling Home

Legacy Planning

Birth of child



This chart highlights the different services that our firm provides. Some of these items you may not need. However, I don’t want you to have a problem, need, concern, or issue that does not get addressed because you were not aware that I can help you with these topics:

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  480-470-4227