As a Certified Financial Planner™, I can help you add clarity and give you confidence by creating a personalized retirement plan.

My goal is to help you accumulate wealth for retirement and then generate income during retirement. Most of us plan throughout our lives to reach a point when we can comfortably retire. The reality is there is no golden parachute. Many of our most important financial decisions will need to be made to overcome our fear and uncertainty. How can you make your money last? What do you do with your old 401(k)? How can you maximize your Social Security? How do you most efficiently allocate investments in your IRA?

By creating a personalized retirement plan, I can help to remove this uncertainty and let you focus on having a comfortable retirement.

What you can expect from my retirement planning process?

Optimization

I can find ways to maximize every dollar you have invested so that your money is working for you in as many ways as possible.

Diversification

I can help you spread out your risk across a variety of investment vehicles to help ensure that your assets are positioned to address unexpected market shifts.

Efficiency

My best practice-based model allows me to offer you personalized quality guidance at a reasonable, fee-only price point.

Simplicity

Retirement planning can be complex – there are a variety of choices and it can be a challenge to understand what’s appropriate.  I create a customized portfolio that aligns your risk tolerance with your goals. I consider the economic environment and market conditions and invest where I believe that there are the best investment opportunities. 

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