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owners, retirees, and individuals with special needs. Our services include legacy planning, family-owned business planning, estate planning for the GLBT community, incapacity planning, IRA and retirement planning, asset protection and business planning, special needs planning,

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professional in the field of retirement income planning. She specializes in insurance and education and Valley understand Social Security, Medicare and supplemental plans for the last two decades. With an Advanced, Randi is passionate about teaching pre-retirees and retirees the ABC of Conservative Investing. She

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focus on blending retirement financial planning with fee-only, discretionary portfolio for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for

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