What are your goals, dreams and aspirations for retirement?
When do you ideally want to retire?
What defines quality of life for you?

These questions are the foundations of the important conversations I have every day with my clients. Planning for retirement and having a proper retirement guide has always been important, but with the average person living longer, it’s more critical now than ever before. Having a great vision of what your retirement will be like is one thing. Taking a proactive approach to your personal financial situation and creating a plan with solid retirement asset distribution strategies to reach your goals is another. That’s where I can help.

For over 20 years, I have worked closely with my clients on providing information, guidance and products helping them seek financial security and protection. I call it a Work, Plan, Live approach. Over the years, I have developed a focus and core expertise with individuals ages 55+.

If you are retired or about to retire, it is critical that you make wise financial decisions now, in order to preserve your wealth and attain your retirement goals. In order to make these crucial decisions, you need up-to-date information, insight, and advice seasoned by experience.

You need a financial advisor who offers all these things, and more importantly, one who truly understands your needs and objectives. Your advisor must recognize, that how you proceed today in matters of insurance, investing, retirement, estate conservation, and wealth preservation can insure that you live the way you have always imagined.

My Areas of Focus

  • Financial planning strategies to make your hard earned savings last thru retirement
  • Understanding the choices and strategies you can take for maximizing your social security benefits
  • Implementing important tax strategies for retirement asset distribution

I’d love to meet with you to review your retirement lifestyle goals. If you need some help prioritizing your goals – here is a fun and handy on line questionnaire that guides you through the process to get started. It only takes about 15 minutes. Just click here.

My web site contains a wealth of information in the form of newsletter articles, calculators, research reports and fast, easy access to market performance data. I invite you to take advantage of this resource and visit often.

You can contact me at 800-337-2448 or send me an email.


Click here to visualize your
retirement in 15 minutes!


Personal Financial View is a valuable tool we can provide to you.  If you would like to learn more about how we can help you or someone you care about plan for a secure financial future, please watch the video below.