Financial Advisor Florida | Retirement Advisor

ARE YOU READY TO

RETIRE

WITHOUT

COMPROMISE?
ARE YOU ABLE TO

CONVEY

WITHOUT

SACRIFICE?
“This book does an outstanding job of laying out
the financial challenges retirees face today and
how they may best be met by integrating
investments and insurance.”
– Roger G. Ibbotson, PhD

TAKE CONTROL

of your retirement and estate planning
“This book does an outstanding job of laying out
the financial challenges retirees face today and
how they may best be met by integrating
investments and insurance.”
– Roger G. Ibbotson, PhD

TAKE CONTROL

of your retirement and estate planning

Whatever your age or stage in life, our mission is to coach you to sustain your envisioned lifestyle in retirement—confident, prepared and enabled.

Get Started Now!

When can you retire?
Will you outlive your money?
How much do you need?
Optimizing social security?
Planning to triple-dip?
Avoiding the tax torpedo?
Ready for the unexpected?
Stress-tested your plan?
Steeled for hard times?
Relying on luck?
Need a life annuity?
Counting on unrealistic returns?
Benefit from a second opinion?

Get the Facts. Retire Smarter™

Get Smart

Get More

Get Real

Get Advice

The Process

Get Smart

Understand what it means to retire into an Age of heightened tail risk, black swan events and financial repression.

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Quantify the cash flows you will need to retire without compromise, identify their sources, then devise to exceed them.

Get Real

Amidst all the noise surrounding you, set realistic expectations for the years ahead.

Get Clear

Evaluate the comparative strengths and weaknesses of all the financial tools at your disposal.

Get Going

Construct a retirement portfolio tailored to pursue your personal goals while also designed to benefit the others in your life about whom you care.

FAQs

What sets your approach apart?

As a Certified Financial Planner™ professional, I am a fiduciary ethically bound to put your interests first. That’s why I’ve always been independent. I don’t represent a particular bank, brokerage firm or insurance company. My responsibility is to serve you, your family and your causes, starting with a plan that shines an objective light on your financial picture, defining your challenges and clarifying your goals.
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What are the benefits of planning?

Planning is essential. A plan clarifies your objectives, surfaces your challenges, and provides benchmarks for making adjustments along the way. Above all, whether referring to capital, risk or return, it can tell us when enough is enough.
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Am I too old / young / rich / poor / smart?

No matter your age or financial situation, there are steps you can take to improve your personal prospects and benefit the people and causes you care about. Our clients range in age from 45 to 95, some fully retired and some still working. Many are women, widowed or divorced, who are effectively retired facing long life expectancies.
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