Alyssa is deeply passionate about assisting professionals with their financial and retirement planning needs. She offers comprehensive consulting services tailored to business owners and professionals, helping them safeguard their assets and craft effective retirement strategies. Alyssa is also dedicated to educating families through Social Security and retirement workshops, empowering them to make wise decisions for a secure retirement. Her clients benefit from this knowledge, gaining confidence in their financial future.
Our primary objective is to chart a retirement roadmap that minimizes tax burdens and maximizes income. Currently, Alyssa is pursuing her Chartered Financial Consultant designation, further enhancing her expertise in the field. With specialized knowledge and education in long-term care, annuities, and life and health protection products, Alyssa is well-equipped to address the unique financial needs of her clients.
