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.  

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Advisors at this Office

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This Office

3510 Kraft Road Suite 200 Naples, FL 34105 Phone: (239) 230-0395

Primary Office

3510 Kraft Road Suite 200 Naples, FL 34105 Phone: (239) 230-0395