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Your partner in turning years of hard-earned savings into a retirement you’re excited about
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For 30 years, I've been working with individuals and families providing in-depth financial advice
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Helping retirement savers reduce taxes, maximize retirement income, and protect their wealth
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I make sure that your planning is coordinated with your investments, coordinate it with your other advisors, and assure that it stays on track.
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Tax-Efficient Income
Turn your savings into steady, reliable income while keeping more of it in your pocket. From planning smart withdrawal strategies to coordinating Social Security, pensions, and investment accounts, we look for ways to reduce unnecessary taxes and stretch your retirement dollars further.
Optimized Investments
Your portfolio should support your goals, not add confusion. We build and manage an investment strategy that matches your timeline, comfort level, and retirement needs. With thoughtful diversification, ongoing monitoring, and tax-aware adjustments, we keep your money working efficiently for you.
Legacy Assured
We help you create a clear plan for what happens to your wealth when you’re gone. From organizing accounts to coordinating with your estate attorney, we make sure your wishes are documented, your loved ones are protected, and your legacy is passed on with as little stress and tax burden as possible.