Our team will offer fiduciary advice and partner with you to design an all-inclusive plan to manage risk and ensure you move forward with the confidence and peace of mind you deserve.
We are dedicated to helping families find quality care for their loved ones without losing everything in the process. Choosing the right pre-planning strategy for long-term care needs is essential as our population ages.
What we have found is that financial goals are personal to each individual and couple. Let’s focus on how you can achieve your goals and retire the way you want!
We will share creative financial strategies that will protect your assets and ensure you have what you need to secure your future and leave the lasting legacy you dream of.
FOUNDER & PRINCIPAL ADVISOR
September 6, 2015 is a day I will remember forever. It was the day my father was diagnosed with early-onset Alzheimer's Disease at the age of 58. My family was left heartbroken and with few options for future care for my dad. Many steps along this path have been difficult to navigate. This journey sparked my desire to launch a financial planning practice, specializing in helping families find quality care for their loved ones without losing everything in the process. I love to be a light, a voice filled with hope and confidence in the lives of those around me.
I love the word luminosity--it's an intrinsic brightness, the quality of being intellectually brilliant, enlightened and inspired. As a financial advisor, my passion is to empower others to take control of their future through education and proactive planning. Whatever is on your horizon, we would love to partner with you to create a personalized financial plan that will light your way to a bright and shining tomorrow.
We will partner with you to create an individualized, comprehensive financial plan that will light the way to a brighter tomorrow.