Expertise at your fingertips.
If you’ve landed at this website, it’s because you’ve come across an invitation from me to attend an educational seminar or have been referred to me by friends or family, or you entered the right combination of search terms in your browser.
No matter how you arrived, here’s what you need to know: I work with individual clients in the narrow-focused discipline of financial security. I use dedicated tools to help protect your investments and broader financial goals.
I think of what I do as being a kind of “special teams coach”. Your financial health is as complex as your physical health. And just as your physical health isn’t served by one medical professional, you can’t expect that one financial advisor can serve all your financial needs. For example, would you trust your family doctor to remove your appendix? Probably not. You’d likely call a laparoscopic surgeon. In the same way, if you’re looking to engineer some supplemental lifetime retirement income, or a tax-efficient legacy plan, you should turn to a specialist in those fields..
- I’m that specialist. There’s no charge to just chat about your concerns and needs and see if I’m a good match, or if I can be of service to you.
- My areas of expertise are planning scenarios are:
- Annuities
- Life insurance
- Long-term care insurance
Click the Solutions & Services tab to get more information about these areas.