I'm often asked, "Who needs a financial consultant?"

And I always say, "EVERYONE!"

But seriously, I know you're wondering if you really need a financial consultant right now. So here are three life events that should spark a visit to someone like me.

  1. You're 5-10 years out from retirement.
  2. You're already retired, but you're worried that your money will run out.
  3. You're about to experience a windfall from selling a home or business, through an inheritance or life insurance.

I can help you navigate these events and create a retirement plan that will address your specific concerns and help you to feel confident again. Choose how you'd like to meet below to get started!


I hold monthly Social Security and Retirement Planning Seminars.

These are completely free, no obligation educational presentations where we cover how to maximize your Social Security benefits and cover your options for protecting your hard-earned savings while receiving dependable income in retirement.

Cafe Mezzanotte logo


Tuesday, September 17th and Wednesday, September 18th

Cafe Mezzanotte
760 Ritchie Hwy
Severna Park, MD 21146

Call us at 443-837-2532 or click here to RSVP.

I offer a complimentary consultation, so we can meet each other face to face get to know each other. We'll discuss your hopes and dreams for retirement, then start creating a plan to get you on the path to achieving them. Click here to request a consultation.