Prudent Financial Planning
Located in SW Florida, we serve clients both locally (in person) and in several other states (virtually).
Retirement Planning and Student Loans are my specialties. I am passionate about helping get out of debt and work towards Financial Independence. I completed a course in Student Loan Planning by Heather Jarvis which has provided me with a deep understanding of the process. In my opinion, Retirement Planning and Student Loan Planning should be performed within the context of a Comprehensive Financial Plan for maximum results. With over 20 years of experience in the Financial Services Industry, I believe I am uniquely qualified to help families prepare to save and invest for Retirement while paying off debt.