Financial Planning for Business Owners and Professionals

Colette is an experienced independent Financial Planner for almost 20 years, teaches continuing education classes and pre-licensing to her colleagues and speaks to a variety of groups and organizations.

She deals with a diversity of insurance and investment companies, and therefore can truly offer her clients products that suit their individual needs. By coordinating all aspects of her client's financial picture, she ensures each area such as retirement, insurance, estate and tax strategies are supporting the overall plan and working together. Colette's passion and specialty is working with women business owners and professionals.

The best gift any women can give herself is to become proactive in securing and protecting her financial future. Waiting for the right time is an expensive choice.

Colette is committed to helping her clients achieve financial success and security.

Testimonial:
"It was delightful spending time with you. You have a special quality that women will trust. Very caring and very competent and thoughtful. I will have no trouble recommending you in the future when it comes up."
Dr. Kramer