Let’s Co-Author Your Financial and Retirement Story

Resources & Knowledge to Shape Your Retirement Journey

Looking to improve your financial IQ? Stay sharp by checking out these guides to increase your knowledge and know-how so you can make savvy decisions regarding your situation.

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.

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5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

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Frequently Asked Questions

Find answers to key questions about the benefits of working with a financial advisor.

  • Why should I choose to work with you?

    When you choose to partner with me, you're not just signing up for financial advisory services, you're stepping into an exclusive, boutique experience. I believe in offering my clients an environment that is personalized, intimate and high-end, rather than a one-size-fits-all. 


    When you reach out, you aren't redirected to an automated system or passed from one representative to another. You're actually contacting me directly. I value the personal connection with my clients and believe that it's this level of personal involvement and availability that sets me apart in this industry.


    This personalized, white-glove service ensures that your financial planning experience is tailored, sophisticated, and as exclusive as you are. I'm here to guide you every step of the way, always just a phone call away. I invite you to experience this superior level of service and dedication to your financial future.

  • What is the benefit of your approach?

    In today's fast-paced world, time is of the essence. I recognize that it may not always be feasible to physically meet with me, which is why I have embraced the virtual platform. You don't need to step out of your home or office or adjust your schedule to fit in a meeting. The convenience of my remote service ensures that you receive the guidance you need wherever you are, and whenever you need it.


    The cornerstone of my approach lies in the personalized advice and strategies I provide. No two clients are the same, and therefore, neither are our strategies. I firmly believe in treating each client as an individual with unique financial circumstances, life goals, and risk tolerance.


    I take the time to understand you, your needs, and your aspirations. I then use this understanding to create tailored strategies that align with your financial objectives. This approach is about empowering you to make informed financial decisions that will lead to a prosperous future.

  • How do you charge for your services?

    With an in-depth professional experience, I pride myself on operating as a dually-licensed advisor, which uniquely positions me to provide a comprehensive range of services to meet all of your financial needs. This dual licensure allows me to offer both investment management and insurance solutions. 


    In terms of fee structure, I maintain full transparency and fairness. My remuneration for asset management services is based on a straightforward 1.30% annual advisory fee. This competitive rate allows me to continually monitor and adjust your portfolio to reflect your changing needs, market conditions, and your risk tolerance.

  • What factors guide your decision making?

    It's important to have a guide who understands the nuances and intricacies of retirement planning. We are acutely aware that a considerable number of individuals often feel neglected, overlooked, or even belittled by larger financial establishments in our area. These individuals may feel as if they haven't saved enough for their retirement, a fear that can often become an obstacle to their financial well-being. 


    I believe that every individual deserves to feel confident in their financial future, regardless of their current savings or financial status. I am here to provide the necessary guidance, support, and advice to help you navigate your financial journey with confidence and ease. I welcome the opportunity to help you understand your options and create a retirement strategy that meets your needs and aligns with your goals.