We don’t just provide products, we provide solutions.
The goal of my current practice, podcasts, videos, classes I teach, and this website is to help people understand that there is a better way of handling typical retirement issues than those normally presented. Retirees and investors have often been led into buying improper products from people giving them “advice” as a solution to their current needs. Both the art and science of retirement planning need to be exposed to those individuals looking for answers. My goal is to educate consumers and promote our profession in hopes of making the line between financial planner and product salesman clearer.