As a Chartered Retirement Planning CounselorSM, Senior Portfolio Manager, Financial Planning Specialist, Vice President and Financial Advisor, my fields of focus include:
Designing Optimal Retirement Income Streams
Principles and Strategies When Investing for Retirement
Bridging the Income Gap: Identifying and Creating Other Sources of Retirement Income
Strategies for Maximizing Social Security Retirement Benefits
Navigating Health Care Options in Retirement
Making the Emotional and Financial Transition to Retirement
Achieving Tax and Estate Planning Objectives in Retirement
Helping you create a lifelong income stream, consistent with your needs, goals, risk tolerance & resources IS my passion. I’ve been following my passion for the last 34 years.
