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How We Work

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 Office is Open and here to answer

any questions or concerns 

you may have! 


Teamwork

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

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Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

<p>You May Need to Make Estimated Tax Payments If&#8230;</p>

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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<p>How Women Can Prepare For Retirement</p>

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Let's Get In Touch

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* Voted by the readers Best of Lodi 2019