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. One of my primary goals is to develop a long-term, trusting relationship with you. Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz Have a Question? Name Email Address Phone Question Thank you! Oops!