I am a dedicated financial professional committed to helping individuals and families plan and invest for a secure retirement.
I specialize in the financial services business with a very unique approach in that I help people find money they are currently transferring away unknowingly and unnecessarily in major areas. I address areas such as Mortgages, Taxes, how you fund your Qualified Plan, College Planning, and expenses like car payments and credit cards. Most people will lose more money in these areas than they will accumulate in their lifelong savings account. A much more positive impact can be made on your financial future by helping you avoid the losses rather than helping you pick the winning investments. It makes little sense to have a million dollars only to discover you lost a million on the way.
To do this, I search for vehicles that can provide you with tax-free income (without Roth restrictions), excellent returns with no risk to principal or growth, increased liquidity, increased retirement income, and give you a more secure future. All these tools work exponentially better if they are well crafted into a comprehensive planning strategy. Too often there are holes in retirement savings buckets that drain out the money unknowingly and unnecessarily which results in a retirement bucket that is substantially less than what could have been attained. By first identifying the holes and then plugging them, we can improve the flow of growth going into the buckets. This can make a big difference in the quality of your retirement lifestyle and determine how long your money will last in retirement.
WATCH THE VIDEO ON "YOUR CIRCLE OF WEALTH BELOW":