For more than twenty five years I am that someone who provides solutions for the individual investor.
To provide solutions I relish developing relationships and getting to know people well which then allows me to anticipate their needs and exceed their expectations.
Planning for your future involves more than just investments. A successful future requires a well-rounded approach that includes, but is not limited to, tax planning, estate planning, and insurance. I have written 6 books on retirement planning and am sought after by national news organizations for my insights and solutions.
While most people are asking what Apple stock did today, we have a different approach. We look at your specific circumstances and develop a tailored plan which we like to refer to as the GPS to your retirement. We like to envision retirement as a long road and as much as we would like to forgo the dips and bumps we are realistic enough to recognize that there will be dips and bumps or unexpected turns and it is through our approach that we take those into consideration and maneuver your retirement plan to fit your needs and goals.