How I Can Help?

My mission is to serve individuals and couples in
all areas of “SAFE MONEY” retirement planning.
Have you considered how your assets can be
challenged by these five risks?

  • Market Risk
  • Longevity Risk
  • Inflation Risk
  • Withdrawal Rate Risk
  • Changes In Health
Investment Strategies

Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

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Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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Employee Benefits

Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.

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Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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