I believe financial education is the foundation of a successful retirement. Too many people enter retirement with more questions than answers, I’m here to change that.
Through a process I call the Total Retirement System, I help individuals understand smart strategies across four key areas: tax planning, where we run long-term projections to make informed, tax-smart decisions; retirement income planning, creating a flexible, efficient paycheck that can adjust with the market; legacy planning, making sure your wishes are clearly documented; and investment alignment, so your portfolio reflects your goals and values.
My mission is simple: to educate and empower people to retire with confidence and clarity.