Planable Wealth

We are a team of professionals who do comprehensive financial planning, specializing in life changing events for individuals over 50 such as retirement, divorce, and inheritance. We address retirement, investments, tax reductions planning, Social Security & Medicare, and legacy planning for individuals and families. .We strive to evolve with the times to keep up with the laws and technology in order optimize our services. I am a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Our goal is to provide value that puts both time and money back into the hands of clients. Through retirement, estate, and tax planning we are able to help individuals make better decisions in a more efficient way.

I hold an operations and advisor role on the team currently, while continuing to educate myself to add more precise knowledge in all areas of the industry, searching for more niche information that could add value to the practice.