As a member of the Baby Boomer generation, I am keenly aware of the issues facing my peers as they approach and enter retirement. I have met many investors who lost money in the markets during the downturns of the past 13 years. Baby Boomers are now concerned about out-living their retirement funds. 10,000 Americans turn 65 every day. I educate and address my clients’ concerns about health care costs, the ABC’s of the Medicare program, and, make sure they have funds available when they can no longer live independently. My objectives are to help my generation receive the maximum benefit possible from the Social Security System, keep their nest eggs secure and generate as much lifetime income as possible.
As a seasoned investor and a 25 year veteran of the financial services industry, I have held multiple securities licenses and offer life insurance with living benefits, lifetime income annuities, life settlement investments, senior health insurance and long term care solutions.
I conduct my financial advisory practice through my company, Nuinvest, LLC, which I launched in 2007 to specifically offer investment opportunities that avoid Wall Street volatility. I am committed to keeping my clients’ hard earned money safe, not subject to market risk, while providing returns well above the traditional safe havens of CD’s and Gov’t bonds.
I am a staunch believer in Warren Buffet’s first two rules of investing:
Rule #1: Never lose money
Rule #2: Never forget Rule #1
I take my responsibility as an independent advisor seriously and consider my clients’ financial success extremely rewarding. Sharing my experience and expertise to bring a sense of freedom and security to the lives of my clients truly adds joy to my life.
On a more personal note, I met my husband, George, in 1998 in San Francisco and we have been happily married since 2001. We moved to Scottsdale, AZ in 2006 where we feel we are living in Paradise.