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A Financial Advisor for the Traveler in You

Traveling is a fulfilling process. I have spent many years traveling country to country looking at awe-inspiring views, eating fabulous delicacies and learning about cultures that are different from my own.

I believe that every individual should have the opportunity to visit somewhere outside of their hometown and my role as a financial professional can help you plan for life experiences you will never forget. View services that I offer for those in need of planning:

Retirement Planning

Retirement Planning

You may not have time to travel now, but it doesn’t mean that you can’t make plans for traveling during retirement. Working with our team can help you develop individualized benefit plans best suited to your traveling goals.

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Investment Planning

Investment Planning

We will work with you to establish a portfolio that can help you reach your financial goals that can aide in your travel goals.

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Special Articles

We have a plethora of content that can help you in many ways when you are planning, getting back from or considering traveling:


Safety Tips for Traveling Solo

These trips can provide positive experiences, but they can also pose safety concerns you might not otherwise face when traveling with others. By taking a few smart precautions, however, you can avoid the hazards of independent travel. Use this guide to help you travel safely.


Planning Matters: When Retirees Start Traveling 

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning and attention to detail, senior travelers can work towards preparing trips that are safe, enjoyable, and stress-free.

Here are five practical tips to help retirees embark on peaceful and confident adventures.



Health Insurance for Travelers

You were having a great time on your vacation--until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles away? Here are some things you need to know about health insurance while traveling.


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