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Retirement Lifestyle • Estate Control
Investment Management • Charitable Gifts
The Services That Make A Difference
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Carol can help you earmark a portion of your assets for planned giving though trusts, donor-advised funds, and other strategies. |
As a trusted financial advisor, Carol knows how important it is for you to feel confident about financial decisions. You may have concerns about retirement income, control of estate assets, investment selection in retirement and trust accounts, or the benefit of making charitable gifts.
Carol understands the complexities of retirement and estate planning for unmarried couples including beneficiary issues and the limitations of domestic partners benefits offered by employers. “I’m very resourceful in finding answers and creating solutions for the unique needs of my clients,” she says.
To serve their best interests, Carol provides:
- Financial Planning
- Estate Planning
- Charitable Planning
- Investment Management
- Retirement Accounts
- Trust Accounts
- Life Insurance
- Long Term Care Insurance
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