Replace Being Herded with Being Heard
Do you know exactly how much money it is going to take for you to be able to retire comfortably and to remain comfortably retired? Contact me today to schedule a complimentary call and I can help you figure it out!
My Mission… is to help Floridians retire smoothly from the State while using my resources as a Certified Financial Planner™, Certified Wealth Strategist and National Social Security Advisor to help you achieve the retirement you envision.
By collaborating with you on a Retirement and/or Income Plan designed to capture all of the moving parts, I help to ensure that your retirement is customized using the appropriate blend of art and science. This can result in the comfort of knowing that no shell has been left unturned to deliver a sound plan. As a CFP™, CWS and NSSA, I offer a vast menu of services specially crafted to streamline retirement for State employees. Working virtually and face to face, I deliver advanced retirement and investment strategies.
My commitment is to utilize my resources and experience to help you pursue your retirement goals.
I believe in thinking “outside of the box” and I am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Members of the Financial Planning Association meet with State Senator David Simmons.