Unlike other financial advisors, Claudia is a local financial planner, who is seasoned in her profession with over 30 years of financial service expertise. She is a fiduciary as a Certified Financial Planner™ having obtained her CFP™ in 1994. Trust your retirement with a true financial professional with extensive knowledge of the FRS retirement system (Pension and Investment Plan) Deferred Compensation Programs, and the Deferred Retirement Option Program (DROP).

When it comes time to plan for your retirement, she will develop a customized plan and investment portfolio to meet your needs, risk tolerance, and goals. Once implemented, a specified program for periodic review to ensure account positioning is in line with your current and future needs and to readjust if needed.

This is a full-service financial planning program to ensure that your money is now working for you by reviewing your savings, life insurance, long-term care, and investment portfolios.