My mission ...is to help Floridians retire from the State as smoothly as possible while using all of the resources at my disposal to help leverage a good retirement into a great retirement. I consult with State employees who are transitioning to or have recently transitioned to retirement.
How Am I Different? By collaborating on a Retirement Plan designed to capture all of the moving parts, I help to ensure that your retirement is customized using the perfect blend of art and science. This results in the peace of mind knowing that no shell has been left unturned to deliver a sound plan. As a Certified Financial Planner, Certified Wealth Strategist and National Social Security Advisor, I offer a vast menu of services specially crafted to streamline retirement for State employees. Working virtually and face to face in Lake City, I deliver advanced retirement and investment strategies.
My commitment is to utilize all of my resources to help you pursue your 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.