Financial Planning

  • Home
  • I
  • Financial Planning

I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. We offer college courses and workshops to further the financial education of our clients, so they will have the knowl­edge and confidence to make financial decisions suited to their goals and objectives.

Retirees and working adults are increasingly responsible for making and understanding sophisticated financial decisions involving investments, diversification, retirement and money management. Many lack the basic knowledge to assume these responsibilities, placing their financial well-being and retirement lifestyle in jeopardy.

We work with Adult Financial Education Services, a not-for-profit organization that is committed to raising the financial literacy of adults to make suitable financial decisions and understand investment advice received from others.

Want to learn more?

Check out these articles below

Your Changing Definition of Risk in Retirement

Read More
Your Changing Definition of Risk in Retirement

The A, B, C, & D of Medicare

Read More
The A, B, C, & D of Medicare

The Basics of Medicare

Read More
The Basics of Medicare

The Pre-Retirement Checklist

Read More
The Pre-Retirement Checklist
>