My business, and that of my company, The Retirement Planning Specialists, LLC, is helping clients plan for and enjoy a comfortable retirement. I do this by helping my clients gain clarity and plan around their most important lifetime goals, the most important of these being to secure a comfortable retirement and ensure financial independence throughout their lives. Recommendations are based on careful analysis, sound planning, and strong academic research, and are designed to help clients avoid the many costly pitfalls that so many people make before and during retirement.
My overall objective in every client relationsip is to bring clarity, perspective and reason to all financial decisionmaking, so that each client can move forward with a greater sense of comfort and confidence about his or her financial future.
While retirement planning and related investment management are the primary concerns for most clients, many also have concerns regarding other non-retirement matters ranging from education planning for children to insurance, tax and estate issues. Typically -- and often in conjuction with other professionals, I help clients address these and other important areas as well.
Click on one of the links below for more information on a specific planning topic.