RETIREMENT PLANNING SPECIALIST

Over the years, I have found that many people have developed a portfolio by acquiring financial products from different places and sometimes work with several professionals.  At some point, they are looking for someone who can help them pull it all together and focus on their long term goals.  Our practice is client and service focused, ensuring you receive a financial strategy customized to help you address your exact needs and desires.  Our firm offers comprehensive financial planning and is able to access a wide array of resources to offer the personalized strategies for you and your business.  Please see www.mpactfinancialgroup.com for more information of our firm.

 I have worked to gain extensive knowledge in order to better serve my clients.  In addition to having a Masters of Business Administration (MBA) in Finance from the University of North Texas, in March 2009, I earned a Certificate in Retirement Planning from The Wharton School of Business at The University of Pennsylvania.  I have been awarded AXA Advisors'  Retirement Planning Specialist title based upon the successful completion of the education program.  Only a select group of AXA Financial  professionals nationwide complete this elite program.  For more information, please visit "My Wharton Experience." 

 I focus my practice on specific areas, giving the following markets loyal attention:

•  Business Owners – Implementing financial strategies for a business is very important.  Women business owners especially face the challenge and constant balance in planning for the changing needs of their family while also juggling the responsibilities of managing a company.  By developing the right strategies, I can help you protect your family & business from situations beyond your control, develop strategies for asset protection, strive to minimize taxes to keep more of what you make, and help to maximize your growth stage while developing a well structured and  tax efficient succession or exit plan.

•  Executives & Professionals – I provide guidance in helping you understand and supplement employer benefits, identify and reduce risk exposure, maximize pension and retirement plans, as well as transition planning during corporate turnover.  

• Planning for Families –  I have been fortunate to help families develop strategies for income protection, design investment portfolios to help maximize after-tax savings, secure education planning for children and help in transfering assets tax efficiently to the people that you love.

• At Retirement – working toward independence and starting a new era of your life. AT age of 50 and beyond there are many areas to consider in planning for your retirement and having an experienced professional counts. These areas includes legacy and estate planning strategies, Social Security and retirement distribution planning, long term care initiatives, and of course, lifetime income.

• Helping Women Plan – Women have a lot to plan for.  Statisically women live longer, will take time off from their career to be a care giver, and during their time in the work force will often times make less money than their male counterparts.  At some point, many women are forced to take control of their finance due to widowhood or divorce with little or no financial experience.  Being engaged in the financial planning process is imperitave to gaining confidence and financial independence.  Let's forget about all the financial jargon and really focus on the issues that matter.  Ladies, you are constantly taking care of everyone else, it's important to take the time to make sure that you are taken care of too.

A successful client/advisor relationship is focused on understanding your needs, having open communication and building long term relationships. You should have a legacy that fits your lifestyle and choices, and have a professional that is willing to work with all of your other advisers (banker, CPA, attorney) to help keep you on the right path toward building and keeping your wealth.  Plan it.  Live it.  Love it!