From my 38 years of insurance and investment experience, I strive to 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 financial advisor, I believe in fostering a space for important financial conversations and helping those who want to be helped.
Because of that, my goal is to help you discover key areas that can improve your retirement income and help select assets to ensure a lifetime of financial security.
My Focus With Clients
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.
- Insurance Analysis
- Investment Planning
- Financial Planning
- Retirement Planning
- Fee-Based Money Management
- Long-Term Care Planning & Placement
Designations & Licenses
- Master's, Ohio State University, and Bachelor's, Ohio State University
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Advisor For Senior Living (CASL®)
- Life Insurance Underwriter Training Fellow (LUTCF®)
- Licensed In 15 States (See List)
- FINRA Series 6, 7, & 63