Best Laid Plans

As with most other things in life, the key to achieving your long-term financial objectives is to have a financial strategy. Your goal may be to fund a child's college education, protect your family during your working years, guarantee your own retirement security, or properly plan for a legacy transfer. These matters are best addressed with proper advanced planning. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
 
Of course, preparing for your financial future can be intimidating. Luckily, you don't have to do it alone. As the founder of SRS Financial & Insurance Solutions, a CERTIFIED FINANCIAL PLANNER™ Certificant affiliated with Eagle Strategies, LLC., and a Registered Representative of NYLIFE Securities LLC, I am an experienced professional who can help identify your financial needs and recommend which financial services or insurance products can best help meet your objectives.

Financial Impacts

I also well understand the emotional and financial impacts of loss. My amazing husband and I engaged in a 17-year battle against a rare auto-immune disease that left him a quadriplegic for the last 10 years of his life. Blessedly, he was able to see his children reach adulthood before we lost him in 2017. As a financial advisor, I have been afforded the opportunity to help others protect their families and what they've worked hard to build prior to potential misfortune.  

Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.