Ann specializes in socially
responsible investing. She
believes in planning for the
long term, and feels that
diversification is important
in any portfolio. Keeping
all your eggs in one basket
is good if you’re cooking an
omelet; if not, you could
have quite a mess on your
hands.
Some of Ann’s areas of focus are:
• Fee based financial
planning and consulting services.
• Socially and environmentally responsible investing.
• 403(b), 401(k) and individual retirement plans.
• Group and individual health and disability insurance.
• Life insurance, tax, retirement and estate planning.
• Long Term Care Insurance
Offering financial
solutions since 1985.
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