➔ WHAT I DO: From my 37 years of insurance and investment experience, I help pre-retirees improve their specific retirement strategy by examining tax efficiencies in their plan, and I can help them create a future income stream that creates more money than they originally imagined. I use the Two Economic Powers approach, which considers rates of return on investments and actuary science for guarantees.
➔ WHY I AM DIFFERENT: As a retirement professinoal, I focus solely on helping pre-retirees understand their cash flow challenges and income needed for their future lifestyle. Because of that, I can help discover the key areas that can improve your retirement income and help select assets to ensure a lifetime of financial security. I speak from my experiences and not hypothetical situations.
➔ WHY IT WORKS: As a retirement planning professional, I provide easy-to-use reports to clarify your accumulation power and distribution power to have a balanced portfolio that fulfills your expected retirement lifestyle. This can help keep tabs on important conversations and factors that are derailing you from maximizing your income options.
To stay on track to reach your goals we will focus on the following:
R: Current Retirement Plans and IRAs
A: Objectives of Annuities you may employ
I: Investments and rates of returns to keep up with inflation
L: Long-Term Care solutions for when you need care
L: Life insurance that can be utilized in retirement strategies
➔ HOW IT WORKS: The first step is to schedule a discovery call to discuss your financial successes, objectives, and strategies to improve your retirement picture. This is an opportunity to connect and openly discuss your personal situation. I will provide insight into some options that are available to you and make recommendations on the best next steps to take to improve your retirement.
Reach out to me directly here through our Contact Us Page, send me an email, or schedule an appointment here.
With 37 years of experience in the financial services industry, I demonstrate success in training and developing new representatives. I also serve as a coach for experienced advisors to take their business to the next level. I started my career with New England Financial and the MetLife Enterprise serving as a Disability Specialist, Sales Manager, Associate General Manager, Agency Director and Co-Managing Director, and, now as the Founder and General Agent of Centric Financial Group, where I lead a dynamic group of representatives. Our clients’ success is our focus.
I spend time as a member of The Society of Financial Service Professionals. I served is a two year past president and served on the board for an additional seven years. I am a supporter of BalletMet and served as a Board trustee for 7 years. I am active with The Ohio State University Philanthropic Council for the Sports Medical Hospital. As an Ohio State Alum, I maintain a close relationship with my sorority Kappa Alpha Theta at college and since then helped start the Golden Theta Scholarship Fund for Undergraduate Ohio State University Thetas or Thetas from the other Chapters in Ohio.
My husband and I are married for over 50 years. We reside in Powell Ohio and enjoy spending the weekend at The Retreat at Evans Farms. I raised my family in Worthington for 35 years, where we raised our 6 children, Michelle, Moriah, Justin, Christina, Amber and Angela there. In 2022, we are thrilled to have 12 grandchildren; Otso, Oona, Reppart, Caden, Gillespie, Wells, Astrid, Bankston, Charlise, and Nellie. On the weekends, I like to spend time in my flower gardens and traveling with my family.