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What I Do


Investment Management

Manage and provide advice on your investments, including allocation recommendations inside your company’s retirement plan.

Cash-Flow Analysis, Savings, & Budgeting

Look into where your money is spent and where it should go.

Retirement & Distribution Planning

Determine the most appropriate, tax-efficient way to use your accumulated assets to fund your retirement lifestyle.

Social Security Optimization

Analyze and calculate the optimal social security strategy for you, including looking at spousal benefits.

Pension Maximization

I compare lump sum vs. monthly payment decisions from company pensions.

College Savings

Explore the ideal way for you to save for college for a child or grandchild.

Tax Planning

Consider the affects of all of the above on your tax situation and help navigate tax-savings strategies.

Estate Planning

Assist in the development and implementation of a legacy plan (wills, trusts, powers of attorney, health care directives, charitable giving, etc.).

Health Care, Medicare, & Living TRansitions

Build retirement planning scenarios around the changing healthcare landscape and potential living transitions (remaining in own home, assisted living, or nursing home).

✓ Insurance-Needs Analysis

While I don’t sell insurance products, I help evaluate my clients’ coverage and risk management needs.