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.
