Specialties
About Me
I enjoy working as a fiduciary because I have no tolerance for misleading, sales garbage.
It's like Sergeant Friday said, "just the facts!" I work primarily with seniors facing important decisions such as when to start Social Security benefits, choosing Medicare benefits, maximizing tax-advantaged withdrawal strategies and savings accounts, choosing strategies to address income gaps, and turning assets into income. I use the most accurate software in the industry to determine if a Roth conversion makes sense based on someone's factors.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
casl, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
As an independent Investment Advisor Representative, we use Charles Schwab's custodial services through my Registered Investment Advisor group, AdvisorShare Wealth Management (ASWM). ASWM is registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training.