Feeling Anxious About the Future?
You don’t have to.
I help busy professionals plan and invest so they can make retirement the best years of their lives.
In just 5 meetings conducted over three to six weeks, I will help you create a plan to reduce financial stress and enjoy greater wealth and more retirement income.
Do you know everything you have and what everything is worth?
If you don’t, you should.
Get a personal financial dashboard so you can see everything you own—all of your accounts, transactions, and documents—in one private and secure place.
I’m Here to Answer Tough Questions Like…
- When should I start collecting social security?
- Do I need to save more?
- Do I need more life insurance, or should I let my existing insurance lapse upon retirement?
- When should I collect my pension?
- How do I rollover my 401K?
- How should I use my investments to provide income during retirement?
- Which investments should I use first, or should I try to live off the interest?
- How can I minimize my taxes?
- Do I need a trust or a will?
- How should I structure things for my heirs?
- How do I make sure I don’t run out of money?
- How can I use my financial resources to make myself happier?
- How much can I afford to spend each year?
Get answers to these questions and many more. Let’s start planning your retirement now, because nothing delivers the feeling of freedom like a good financial plan.
Why Risk Losing What You’ve Worked so Hard to Save?
There are not many things that will make a bigger impact on your life than making good financial and investment decisions. I recognize that it’s not easy to find a competent team of people you trust.
That’s why I offer a free strategy session so you can get to know me and my team. We also offer a free analysis of your current investment portfolio.