Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.  We work with you to provide tailored strategies to fit your values, goals and situation including Social Security benefit strategies, tax deferral strategies, funding and disbursement strategies.

We will help you by…
- Preparing retirement needs analysis
- Creating funding and disbursement strategies
- Establishing Social Security benefit strategies
- Performing pension benefit optimization analysis
- Advising on tax deferral strategies such as deferred compensation and retirement plans
- Calculating minimum required distributions
- Reviewing employer retirement plan investment options and allocations