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Hi, I’m Lynda. Thank you for taking the time to get to know me. I look forward to meeting you as well.

Contact Me

Let's Work Together

No matter if you’re just starting a career, already raising a family, empty-nesters, suddenly single, or thinking about your dream retirement, I can help you design a financial plan that will keep you on course towards your financial goals.
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Identifying Goals

Are you focused on saving for retirement? Do you want to build a college fund? Or do you have a nearer-term goal such as buying a new home?  If you’re like many people, you might have multiple financial goals that you need to balance.

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Strategic Planning

After we know you better and understand your resources and goals, we can help you develop a personalized strategic plan to make your dreams a reality.

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Working Collaboratively

Whatever your financial goals may be, we are here to listen carefully and offer professional guidance to help get you where you want to go.

Live each day to the fullest, knowing that your financial future is in good hands.