I have over 20 years of experience working with people like you. Our job is to make sure you protect your hard earned money and stay on top of your Thrift Savings Plan (TSP), investments, Federal Employee Group Life Insurance (FEGLI) and required minimum distributions (RMD). We look forward to building a trusting long-term relationship with you so we can understand your needs, goals and concerns about your future.
Three years from today, what has to happen for you to feel happy and that you've made progress?
It's 11am on a Wednesday, you're retired, tell me about your day...
It's essential to answer these important questions so you can develop a plan today. Making small, incremental changes can lead to long term financial confidence.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
There is nothing I enjoy more than traveling around the United States educating and inspiring people to make wise financial decisions.
Are you ready to take the next step in your Retirement Confidence journey?
Click here to Build your customized Asset Map
Click here to book a 1-hour complementary consultation to review your Asset Map, receive fiduciary financial advice and answer any questions you may have.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.