As a financial professional with over 20 years' experience, I have a passion for helping clients make wise financial decisions during challenging life events. A change in career whether by choice or through other circumstances can have a lasting impact on personal finances. Having unbiased counsel helping you work through major decisions often brings clarity and direction to your long-term plan.  We offer specific guidance in areas such as 401(k) rollovers, pension benefit selection, retirement income planning, beneficiary designation and Social Security maximization strategies. This guidance is offered with "the heart of a teacher" and a low pressure approach.