Cindy works with individuals, families and small businesses to help them attain financial security by developing effective financial plans and diversified, conservative investment portfolios, based on each client's goals and stage of life. As a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner ® Cindy works with her clients on a broad range of financial issues, such as planning for education, retirement, long-term care and charitable, gift, tax and estate planning.