Broker Check

My Mission

How I Work

I believe that there is essentially one binary question at retirement: is your money going to outlive you or are you going to outlive your money?

My mission is to help make sure you do not outlive your money in retirement. 

I do this by helping you establish your goals, plan, and portfolio.

My mission is not to "sell" you products. Rather, like a doctor, I am here to prescribe you the best course of action in order to help you realize your most cherished financial objectives. I accomplish this by continuously working with you on your financial plan and making sure that your investment portfolio is always acting as a servant of your plan. I also work with you to help make sure that your retirement income keeps pace with your spending and inflation. Without a plan, I fear most investors are doomed to running out of money in retirement. 

I pride myself on making this as simple and uncomplicated as possible. I look forward to working with you to plan your financial future.

Principles and practices

Our working relationship is guided by three main principles and carried out through three main practices.


Principles

  • Faith
  • Patience
  • Discipline


Practices

  • Asset allocation
  • Diversification
  • Rebalancing


Optimism is the only realism.

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