About If after reading through the short description of who I typically serve and how I work, you find that we may work well together, then feel free to get in touch with me via phone or email for a complimentary, no obligation initial consultation.
I have had the fortune of working with an outstanding group of committed clients for many years. While each client holds their own values and visions unique to them, there are a few commonalities that may help you determine if you would also benefit from my services.
- Most clients are either retired or within 10 years of retirement.
- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate ma...