APPROACH
An independent approach
You get an assessment of your financial retirement plan from an expert who gains nothing from the choices you make. If you already work with an advisor, you get a second, independent opinion.
Fiduciary
I serve strictly as a fiduciary. The best interest of my clients is the standard I practice to.
Unbiased expertise
I remain unbiased. I am paid strictly for my time.
Control of your assets
I do not hold assets, nor do I have discretion over them. I don’t sell any insurance or investment products.
Other professionals
Should you need additional professional expertise I can make suggestions. I have no monetary arrangements with anyone I suggest.
MY FEES
$300 per hour
No upfront billing
No commissions or assets under management fees
CLIENT LOCATIONS
Throughout the U.S.
I work with clients throughout the U.S. Most contact is through phone, email, and Zoom meetings.
CONTACT
Get in touch
To request the free retirement planning primer or a free initial consultation, fill out the form below and I will get back to you shortly.