About Our Firm

Mission Statement

Our firm is client focused rather than product-focused, and our goal is to educate our clients. Like a good coach, we consult and evaluate the field of options available to each family or business.

Why We're Different

Do you remember how scary it was for people who were retiring in 2008? I help people overcome their fear of money. I work with pre-retirees on planning for retirement and new retirees on income distribution planning to make sure the next down market does not affect their retirement.

I come up with creative solutions to financial problems….reducing taxes, maximizing income in retirement.

My parents struggled with finances, and I entered the business to help people like them have more control over their finances. I think of my clients as teammates; together, we come up with a financial game plan. My practice is focused on the financial goals of my clients and it is not focused on product.



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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,100.51 -2.02%
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