I believe everyone should have access to quality financial advice. Over the years though, I’ve found that I resonate most with people close to my age, with a similar background.
I understand and work best with people ages 50 – 70, who are serious about their financial security and want to pursue financial independence. I have developed a multitude of strategies, tactics, and techniques designed to help people in this age range pursue the best possible outcomes for them and their families.
Because I was raised in a middle-class household, I know how hard it is to earn a living, save, invest, and get ahead. I take great pleasure in striving to serve this demographic well.
Nurses
I have a special affinity for nurses. With very few exceptions, I’ve never met a nurse who wasn’t a kind and decent person. I appreciate all that nurses do, the caring they demonstrate, and the demands of the job. If you are in the nursing profession, it would be a delight working with you. You owe it to yourself to let somebody care for you.
Private Contractors and Sole Proprietors
Likely you are overwhelmed trying to do it all yourself. We can help you a lot! If you do it right, you have a tremendous opportunity to build wealth. Call me to discuss your options and the opportunities.
People in the Retirement Red Zone
People in the Retirement Red Zone have no margin for error. If you are between the ages of 50 and 70, you can’t afford to make a mistake. You can’t blow yourself up because you don’t have time to recover. As such, portfolio construction and ongoing portfolio management is of paramount importance. Set an appointment with us so that we can help you navigate the Retirement Red Zone.
People Over 70
If you are over 70, congratulations! A lot of people, sadly, haven’t made it that far. There are numerous traps and obstacles that can derail your financial security. I offer a free, no-obligation consultation designed to shed light on your blind spots, stress-test your portfolio, and refocus your attention on the critical factors that will determine your financial success from this point forward.
Million-Dollar Accounts
A million dollars isn’t what it used to be, but it is still a lot of money. Building a million-dollar financial portfolio is still a milestone. At this point, your job is to protect your million-dollar portfolio and grow it from here. Never forget, sooner or later the big, bad, ugly bear market will revisit. Will you be prepared? Do you even know what to do? You’ve worked hard to get to one million plus, let us help you do the right things from here, so that you can continue to prosper.
