Retirees or Seniors
Many people have difficulty shifting their mindset from accumulation to distribution as they approach retirement.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Major Milestones I Specialize In
Retirement Planning
Many people have difficulty shifting their mindset from accumulation to distribution as they approach retirement.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Many people have difficulty shifting their mindset from accumulation to distribution as they approach retirement. We help you create a clear strategy to generate reliable tax-efficient income so you can feel confident to do the things that matter to you, rather than worrying about your investments. Our approach works because it’s based on academic research combined with years of experience.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.