“I help you define and seek to achieve your highest financial goals!”
INTRODUCTION
For nearly 20 years, I’ve helped my clients create & enjoy a well-planned retirement.
I’ve spent nearly two decades assisting people in creating and enjoying a well-planned retirement. I work with retirees and those approaching retirement. And, while my clients come from diverse backgrounds, one thing they all have in common is the realization that “it’s time to get serious.” I help you:
1. Create a steady, secure source of retirement income.
2. Protect and develop your assets through prudent management, allowing you to enjoy your money.
3. Reduce or defer taxes.
4. Protect your investments against a sharp market decline.
5. Create an understandable financial strategy that enables us to plan for the expected and prepare for the unexpected.
6. And secure your wealth by collaborating with your attorney and/or CPA to safeguard against what I refer to as “the 5-ds”: death, disability, divorce, disenchantment (burnout), and dementia.
FOCUS AREAS:
- Financial Planning
- Asset Management
- Asset Protection
- Protect Against What I Call, “The 5-Ds’: Death, Disability, Divorce, Disenchantment (Burnout), Dementia
