I Believe ultimate happiness goes way beyond material possessions. Over the years, I have helped my clients through all kinds of scenarios planned and unplanned, including retiring on time, retiring early, disabilities, other financial hardships, providing for grandchildren and more. Many of the clients Ive worked with are planning for a future that is defined by these additional goals: Major charitable gifting that makes a significant impact in a community Travel Taking care of a special needs child Adoption Mission work My focus is to connect your values to your dollars. I believe financial success is more than just money for things, it is planning for experiences and impact. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.