"Because as humans we desire change and must create a healthy long-term relationship with our money."
Below is more details of how we can work together.
Phone: (614) 824-6101
From my 37 years of insurance and investment experience, I help pre-retirees improve their specific retirement strategy by examining tax efficiencies in their plan, and help them create a future income stream that generates more money than they originally imagined. As a fiduciary, I believe in fostering a space for important financial conversations and helping those who want to be helped.
Because of that, I can help you discover the key areas that can improve your retirement income and help select assets to ensure a lifetime of financial security.
My conversations revolve around maintaining your ideal lifestyle during retirement to have complete confidence in not running out of money. Full planning includes planning for illness, one spouse passing away before the other, market shocks, and high inflation while efficiently using life insurance to get tax efficiencies. I walk you through the crucial steps before you or your spouse gives up your current job to help ensure you won’t struggle financially.
To create a life-changing financial experience, I work towards sourcing dependable and guaranteed income streams to support you in retirement.
On-going, quarterly, or annual monitoring of your plan helps to ensure you’re reaching your desired goals and making the necessary adjustments.
On weekends, I spend time at the Retreat at Evans Farms.
We are an award-winning agency that has existed for 14 years.
2022 Leaders' Conference with OneAmerica
You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Just book an appointment, virtually or in-person to discuss what you can do.
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Let's Start with a Conversation
[ Casual. Easy, and Open. It's just coffee ]