TSA / EDC Focus

My professional focus is helping educators and non-profit employees plan and save for comfortable retirements using tax-advantaged products. My background helps me understand these individual's special needs and develop plans geared towards achieving their financial goals.  In conjunction, I offer qualified retirement programs to plan administrators that are designed to help participants reach their long-term savings goals. If you're a plan administrator, I'm here to help you provide your employees with effective retirement saving programs.