LET'S START WRITING YOUR STORY TODAY...
Make your retirement feel as easy as a day at the beach...
LIFE AFTER 60 SHOULD MEAN OPPORTUNITY
Trade in your vocation for a vacation or two…
Like the contents of a beach bag, a thoughtfully crafted retirement plan helps provide you with protection, options, flexibility in all kinds of weather, and allows you to truly enjoy this next phase of your life. I help State of Florida employees feel confident that no shell has been left unturned when it comes to their retirement planning and I work to deliver a sound plan regarding their retirement dreams.
Dreams are as individual as starfish. And for independent spirits, dreams may be as multiple as starfish on the beach. That's why the financial plan you adopted in your 30's, 40's or even 50's may no longer address your changing goals.
As you surf my website, I encourage you to send me a note with any questions you may have. I'll get back to you quickly with a thoughtful answer. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
I create financial strategies tailored to your goals.
Decades of experience have prepared me to guide you through your life transitions.
I believe values matter, and I try to remain cognizant of mine every day.
A New Way to Look at Your Bucket List
How to Retire Early
Watch Complimentary Video Especially for State of Florida Educators