When can you afford to retire? How much can

you spend each year without "drawing down"

your savings? How do you manage your assets

once you are retired? I can provide you with

powerful, yet simple answers to these questions.

I would be happy to create a financial plan uniquely

for you - and I update plans as necessary, as goals

and circumstances do change.

With advances in healthcare, your retirement may

last longer than your career! So you need a steady

stream of income that can last for decades, and a

coordinated tax and investment strategy to help

you defer or reduce taxes and other financial risks.

As an independent advisor, I am able to

recommend the best strategies to help you

realize your retirement objectives, without any

outside interference.

If you are like most people, you probably think that seriously planning for retirement sounds painful. But it doesn't have to be. I use my knowledge, experience and patience to simplify the process. Often, the hardest part is simply picking up the phone, and making an appointment. If you can do that I can take you the rest of the way.