My Mission Statement
My mission is to provide the best advice and guidance available to people nearing retirement and older about the most effective way to withdraw and use their retirement savings. My investment philosophy is simple. I offer an investment strategy that has the objective of providing inflation-adjusted income for life. My goal is to help meet your needs during retirement using pools of assets working for you over time. The three things all my clients want and appreciate are peace of mind, lack of worry, and financial security. I constantly research investments and take continuing education courses to keep up with new developments, products, and ideas. My single goal is to help my clients achieve a carefree retirement with their income needs in mind, no matter what age they live to. I focus on issues that affect our senior population: income strategies, wealth preservation, nursing home protection, and generational wealth transfer. I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, my client. I endeavor to know and understand your financial situation and aim to provide you with only the highest quality information, services, and products to help you reach your goals.