Services

While developing a customized financial program, Sharon will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, Sharon will customize appropriate strategies to suit your vision and objectives. Sharon can help you execute a personalized financial program and by helping you answer the following questions:

  • How much money will I need to live at ease in retirement?
  • What can I do to receive more from my investments?
  • How can I reduce the risk in my portfolio?
  • What are the benefits of rolling over my 401(k) to a Self-Directed IRA?
  • How can I use my contributions to my 401(k), 403(b) and/or IRA to help reduce my tax bill for the year?
  • What is the best way for me to reach my retirement savings goals?
  • How can I save money to help pay for college?
  • What are some ways for me to reduce estate taxes and leave more of what I have acquired to my heirs?
  • Is my life insurance adequate for my needs?

Sharon knows her clients lead active and busy lives. They understand that managing their investments is more complicated and time-consuming than ever before. They also know that working with a specialized investment professional can help provide them with a level of confidence. Sharon follows a disciplined approach to balance risk and return, and believes that educating clients enables them to make informed decisions.

Sharon truly enjoys helping committed investors plan for a secure retirement.

For a more detailed explanation of Sharon’s services, please contact Sharon at
(214) 346-3446