As a Certified Financial Planner™(CFP ®) and Chartered Financial Analyst (CFA), I am able to bring an interdisciplinary approach to the challenges of retirement planning. Planning for retirement is one of the most important times in your life. My goal is to help you plan to create a “safe and secure” retirement. My retirement planning process is to define your goals, create a plan, construct a portfolio, and then help you stay on course.

My Retirement Planning Process

What you can expect from my retirement planning process?

Optimization

I find ways to maximize every dollar you have invested so that your money is working for you in as many ways as possible. I do not sell annuities or other products that use gimmicks to charge you high expenses. I build a portfolio that will generate retirement income from your wealth.

Diversification

I 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

Financial planning can be complex – there are a variety of choices and it can be a challenge to understand what’s appropriate. I take the time to learn about you and your unique goals, and our professionals do the legwork of curating your options to find a suitable mix of investments for you.


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