With over 30 years of combined experience while working with over 400 households, Carol and I have found that one of the greatest fears our clients face is running out of money in retirement. There is so much advice and information at people's fingertips. People in the financial world have differing opinions, and they often contradict each other. As a result, many of us don't have a clear strategy to achieve financial security in retirement.

Before starting my career with Edward Jones, I remember hearing many opinions on how I should spend, save and invest my money. I was confused and wondered whether or not I was doing the right things to provide for my family in the present, while also preparing for our future.

For this reason, I have developed a process that consists of first understanding your current financial situation and what financial goals you would like to achieve. Once I have a clear understanding of those two things, I develop a strategy for you to help achieve your financial goals. After I present you with a strategy, you will determine whether you desire to partner with me to execute your strategy and help keep you on track throughout your lifetime. This includes me working closely with your CPA, attorney and other trusted professionals to ensure that your financial team remains on the same page when giving you ongoing advice.

Before you commit to partnering with us, I will provide you upfront with any fees or commissions required to retain our services. I will then guide you through any processes necessary to put your strategy in place. I will meet with you on a regular basis to make any adjustments needed to your strategy or to address any future needs that arise.

Contact us to provide an opportunity to help you build a path to financial success!