In 1996, I decided to start my own company because I saw the costly mistakes retirees were making with their finanaces.
Over the years, I've discovered that most people have a hodge-podge of financial arrangements. They are often put together at different times, by different people and then there is no cohesive plan to best achieve a clients goals.
This lack of a coordinated, comprehensive financial plan can result in higher taxes, unnecessary costs, poor performance, missed opportunities, and additional risk.
That is why I created a structured process to avoid these financial mishaps.
This process is called, “My Ideal Retirement Plan” where I get to know you and help you put all of your financial pieces together so you can realize your retirement and estate planning dreams.
People who benefit from “My Ideal Retirement Plan” are those who: