Concerned about the $34 trillion debt’s impact on your retirement? Get a free retirement tax analysis now!

We specialize in helping clients reduce taxes & maximize income in retirement. Let us assist you. Schedule your free initial meeting today!

Quoted Nationally 


‘What Gen-X Can Learn From Boomers’ Money Mistakes’

‘These 3 Overemphasized Factors Can Impede Your Quest For Financial Independence’

         ‘Rebuilding Your Nest Egg After Divorce’

Retirement Resource Minute

Upcoming Webinar & Book

Tax Risk in Retirement 

Travel in Retirement 

Update on Social Security

Financial Planning Services

Retirement Income Planning

Retirement Income Planning takes into account factors like Social Security benefits, pensions, savings, and investments, with the aim of creating a reliable income stream that covers living expenses and provides financial peace of mind throughout retirement. Effective retirement income planning is crucial in helping individuals maintain their desired quality of life during their post-working years.

Care Planning

It is estimated that 90% of Long Term Care is provided by family and friends. While this is admirable, it is not practical. In addition to the toll, it takes on the family the cost is also a big concern. I help people plan for and implement Long Term Care plans. Knowing the different options and how to structure them is critical to your retirement plan.

Tax Planning

Taxes are the most overlooked part of retirement and the easiest to control. We help clients understand where they are financially and how to get to where they want to be in retirement. From Social Security to Income Taxes, we give you a breakdown of your retirement readiness so we can create the most effective strategies.

I don’t Manage Money, I answer your questions.

Free Baseline Plan- Let me help you know where you are today! Fill out the form linked below when you make an appointment with me, and send it to before we meet.

I help people reduce taxes, reduce their risk, and increase their income.

Retirement is more than managing a portfolio of assets. I focus on optimizing what you can control. Taxes, risks, and income are the three major areas that understanding how to manage them can make a significant impact on your retirement. As a CERTIFIED FINANCIAL PLANNER practitioner I act as a fiduciary to work in your best interest. I provide expertise in these areas and education and analysis to show the impact that proper planning can make in each of these areas you can control. If I can show you how to reduce taxes, risk and increase your income then it makes sense for us to work together.