For nearly 30 years, I have helped make retirement dreams a reality for today’s retirees. My firm specializes in working with individuals nearing retirement by education through a comprehensive retirement course.  I feel before making any retirement or investment decisions one should take the time to learn as much as they can about the risks facing today's complicated environment. 

 

After education, I offer all of my prospective clients a complimentary financial plan that aims to help preserve their wealth, plan their future and protect their legacy. I study your portfolio to compare how your investments have performed relative to the stock market and with an emphasis on income maximization, wealth generation, and estate  preservation.  My     comprehensive approach to retirement planning is geared towards each client’s individual goals.

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I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency and with a no pressure policy, you can rest assured that you will never be pressured to make a decision.

 

Want to learn more? Contact me today for your free initial consultation.