After being in public accounting for 18 years, I made the jump into financial planning. My desire has always been to help individuals and small businesses as their trusted advisor.
Eighteen years in public accounting helped prepare me for my second career as a financial planner. I have worked with individuals and small business owners for years. As a part of the team at HSC Wealth Advisors, we help clients take a fresh look at their retirement goal and objectives. What assets have they accumulated? Do they have the proper insurances they need to protect their assets? Are they taking advantage of the new tax laws? How have they structured their estate? Our team helps clients build a firm foundation.