Financial planning, retirement education, and wealth management for those approaching or already in retirement.

Information contained in posts should not be construed as a recommendation to buy or sell securities, insurance or other products and services.  An endorsement of this individual is not a referral of her for investment advisory services and may not reflect others’ views or experience.

Investment Advisory Services offered through C2 Private Wealth, an SEC Registered Investment Advisory firm. Registration does not imply a certain level of skill or training. Insurance products are offered through C2 Insurance Services.  C2 Private Wealth does not offer insurance products. The insurance products offered by C2 Insurance Services, are not subject to Investment Advisor requirements.  C2 Private Wealth and C2 Insurance Services are affiliated companies.

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