After a long career as a Financial Advisor, Marlene followed her passion for making financial planning less stressful and more productive. Marlene focuses on retirement planning. She takes her quirky passion for numbers, details and documentation, and helps people plan for the retirement they want through her proprietary model of planning. She focuses on planning for the life you want, rather than the life you think you can have.

Her mission is to ensure that the challenges associated with making informed decisions around retirement are simplified. With decades to plan for, there are many variables involved. Marlene analyzes your entire financial situation to ensure that your plan considers all scenarios you may be faced with.

Marlene enjoys strategizing and structuring her clients’ finances to work for them. Estate Planning is also a large component within Retirement Income Planning. In both areas, she wants her clients to feel and know that they are well set up for the future, but also living the life they want today.