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.
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Compensated by you, the client, without earning a commission of any kind for product sales or referrals.
Legally sworn and obligated to always place the interest of you, the client, ahead of my own.
Not affiliated with any brokerage firm, bank or insurance company.