Message from Michelle
Finances and money management tend to be very stressful for most people. It is my goal to take the stress out of finance by listening to your concerns and goals, educating you, and helping you prepare for the long-term, providing you peace of mind.
I don’t expect you to be an expert in financial matters, retirement planning, or long-term care insurance. That’s my job. With more than 25+ years in financial services, I have seen alot. Not only do I have the expertise to analyze, prepare, and manage, but I also have your best interest in mind and at heart. I treat my clients like they are my family. I’m here to help and I’m always a phone call or e-mail away.