Working with couples and individuals who are 2 to 3 years away from retirement to prepare them for the financial changes they need to consider, understand, plan and strategize for as they go from work into retirement.
Fee-Only:
Compensated by you, the client, without earning a commission of any kind for product sales or referrals.
Fiduciary:
Legally sworn and obligated to always place the interest of you, the client, ahead of my own.
Independent:
Not affiliated with any brokerage firm, bank or insurance company.
