Our focus, to get you to, and through, retirement.
  

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You, the client, are empowered to make decisions. Most people have a general idea of what they want to accomplish but don't know how to connect those ideas, goals and wishes with their personal finances to get there. You have real world goals and desires which have financial ramifications.

You're in charge ... I work in the background with you to guide you with how the pros and cons of choices may affect your decisions.

Some clients want guidance and then want to do the rest on their own. Others want both guidance, and assistance, to be sure more is done behind the scenes automatically for them and their investments earmarked for their goals and desires ... most importantly, for retirement. The choice is always yours; I help you decide and can work with, and for, you.

Do I work as a Fiduciary with you (click to see my signed oath) with you? Yes! And, I am a Fee-ONLY adviser (NAPFA Mission, Fiduciary Oath & Code of Ethics). Fiduciary 101. I am a level fee advisor not requiring an exemption under the current Department of Labor (DOL) rule.


Tell me and I forget. Teach me and I remember. Involve me and I learn. - Benjamin Franklin
 

I invite you to explore the tabs and their corresponding brief descriptions of how I may be of help to you and your financial plans and investing. Please come inside, to learn more how I may work for you, by visiting the various navigation tabs above and their links that may be of interest you.

 

Who I Work With

Who, and how, I work with you.

 

Videos

Helpful educational videos.

 

My Published Papers

A thought leader in the profession with numerous peer-reviewed research papers.

 

Blog

Read our latest blog posts for up-to-date information on news, events and articles.

Our Accreditations

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You may click on photo/logo above for more information.

Contributor to NerdWallet

Profile on BrightScope

Listed at NestEggZone

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