Call Me When... You need to be confident that you are mapping out a great personal and financial (after tax) path that works best for YOU when navigating a major life transition event.
CFP, AEP, CRPC, CeFT
Certified Financial Transitionist
Planning for Major Life Transition events and helping people who are transitioning to retirement and desire a collaborative, tax efficient plan
© 2021 XPX Global LLC. All Rights Reserved.