Life Changing Events
are certain events that impact our lives emotionally, structurally, and
financially. As we enter different stages in life, I am commited to
working with you to better understand what issues are most important to
I have helped several clients through challenging life events such as:
you are going through any one of the life events listed above and would
like to speak with someone, please feel free to contact me.
- Taking Care of an Ailing Parent
- Death of a Loved One
- Dealing with Disability
- The Empty Nest
- A Second Marriage
- Downsizing the Home
- Transitioning a Career
- Approaching Retirement
High Level Counsel and Expertise
years of technical expertise with my wealth management approach, I
offer high level counsel to the families I work with.
As an FCSI designate, I have been awarded the industry's highest designation.
This designation is given to industry professionals for three reasons:
Years of experience, Investing with Integrity, and Academic Achievement.
My Commitment To Clients
take great pride in helping my clients reach their financial &
retirement goals. I am committed to providing you with access to the
best investment processes, ideas, and products that exist in the
marketplace. Believing that you deserve full transparency, I provide
simple investment solutions that are easy to understand so that you will
always be comfortable with what you own. You will find my approach
client focused and tailored to your needs.” Shiho