Andrea will help you answer some of these real world questions:

How can I save enough for a new home or to pay for college?

Can I afford to retirement? Will I outlive my money?

There are many types of college savings plans, which one is best for me?

My estate is small do I still need a will? What’s probate?

My spouse has always handled our finances, what do I need to know?

As a small business owner, are there any special issues should I know about?

Andrea will help you work through your questions with legal, tax, investment experts and others so that your personal requirements are met as efficiently as possible  through comprehensive financial planning.

Personalized financial strategies begin with 360 degree vision.