I’ve helped individuals and couples from all walks of life prepare for and enjoy a sound retirement. Whether you’re a retiring aerospace engineer or a transplant from up north, I understand you have questions and concerns regarding your retirement. Through a personalized, hands-on approach, we’ll work one-on-one to identify your goals, understand where you’re at today and develop a plan to get you where you want to be tomorrow.
During your working years, we’ll develop a plan that addresses your retirement savings goals and concerns.
My job is to make sure you get to do what you want in retirement, without worrying about running out of money.
I’m happy to work with your family one-on-one to address your estate planning concerns and the wealth transfer process.
firstname.lastname@example.org | 321-610-9915