19401 40th Avenue West
The education community is comprised of so many different jobs and responsibilities. Whether you work as a teacher, food service individual, bus driver, librarian, or one of the many other jobs in the education community, I want to ensure you feel comfortable with your financial life, understand your savings and retirement options, and have insight into the impact of decisions you may need to make regarding your finances.
When we work together I will:
I have insight into your school district’s benefits and can discuss ways to maximize all your benefits, including those outside your retirement savings options.
When you are ready to retire, I am here to help you maximize your savings and minimize the potential impact of taxes.
Being in the education community, you know the positive impact knowledge can have. We will work together to ensure you have the knowledge, insight, and understanding that fits your style.
Reach out today! Let’s create a plan exclusive to the life you want to lead now and into your future.