As a Financial Planner for over 25 years, I understand how important the security of your information is to you. It is why I have invested in this website to help me gather the data I need but maintain a greater level of security over sending documents through email. If you would prefer to contact me directly and give me the information over the phone I am happy to accommodate you.

The reality is in order to give you the best analysis, I do need some information such as date of birth, marital status, and estimated Social Security benefit, and even though I run an analysis of your Social Security benefit I do not need your Social Security Number. We have also partnered with PayPal to collect all financial transactions. This gives the highest level of security for your payments.

If you have any concerns please feel free to contact me directly and we can work out a solution that meets your needs.

Are you ready for retirement? Make sure you are with our Custom Retirement Analysis Report!