Working & Building Wealth

Marc & Laurie

Marc & Laurie

Baby boomer couple.  One working as a lawyer, the other home raising children, all of whom are approaching or attending college.  

Client Summary

Immediate Objective:

Biggest Concern:

Lifetime Goals:

Planning Advice & Solutions:

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.