Belynda is a CFP® certificant who specializes in offering comprehensive financial planning and investment services for individuals, foundations, trusts and qualified retirement plans. Belynda is also a licensed agent for Life, Accident and Health Insurance.
Belynda enjoys consulting with individuals and businesses to develop comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate, and tax planning. Strongly committed to philanthropy, Belynda enjoys working with foundations and non-profit organizations, as well as assisting her charitably inclined clients to find creative ways in which to leave a legacy.