Approaching retirement or already retired
I specialize in helping people who are approaching retirement or already retired. Typically, on average, I find people begin thinking about and planning for retirement once they hit the magic age of 50. These unique stages in life are where I tailor my service and expertise.
Dedicated Saver
Typically and predominately, I provide the greatest value to clients who have accumulated a retirement nest egg of at least $500,000.
Is there a FIT?
I work with people who I genuinely enjoy and share a mutual respect. The FIT process helps you determine if you want to work with me, and me enough information to see if it is appropriate to work with you.
Searching for a trusted advisor
Planning for lifetime income in retirement is critical, it is far too important to be doing yourself, my clients understand the value of having professional guidance.
"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves."
