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9511 N. 118th Way,
As a Financial Advisor for over 20 years, I work to identify the 4 or 5 major wealth transfers where people are potentially losing money unknowingly and unnecessarily. Our planning method helps clients pursue the goal of financial independence for them and their families.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your passions and goals, and understand your tolerance for investment risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Know the answers to the Four Financial Questions that everyone should ask.
In order to help maintain my current standard of living in retirement, adjusted for inflation, and have my money last until life expectancy:
1. What rate of return do I have to earn on my savings and investments?
2. How much money do I need to save every year?
3. Continuing with what I'm currently doing, how long will I have to work?
4. How much can I spend in retirement without having to reduce my standard of living?
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.