Financial Security Advisor
With all the noise of what's required to have a comfortable retirement, dentist, professors, and government professionals have never been more confused. In my role as a financial security advisor and investment representative, I work with dentists, professors, and government professionals who are in their mid-careers thinking of retirement and are looking for a comfortable and secure retirement. I eliminate the noise.
We come to a point in our lives and start thinking about retirement. Then, we start wondering if we have enough in our investments to retire. First, I help by maximizing their retirement by developing a plan to meet their goals. Retirement goals differ person-to-person and yours need to fit your retirement plan.
I have over 20 years experience administering pension plans for various employers advising/assisting members in the process of retirement. I understand what's important in retirement and succession planning, so I can help you make sure that the processes are followed in realizing your choices. Now, I adapt plans that can help accommodate the various lifestyles within a client's lifetime in the most profitable and tax-efficient manner. I do this by always considering their wealth through:
- Preserving and
- Transferring Wealth
When you have a plan in place, YOU have a direction!