Specialties
About Me
I entered the financial services industry in 1989 and discovered quickly that I enjoyed solving problems for clients.
As my knowledge increased, I gravitated towards a focus on retirement income planning and wealth preservation. For people I meet nearing retirement their top concern is typically running out of money, and for people with more time before retirement it's, how much do I need to have to retire? For the retiring group we focus on strategies that alleviate the fear of running out of income, and for the folks that still have some time before retirement the focus in not on how much you will need (there is no way to know that number), but instead it's on putting the right pieces in place to create maximum value so they can get as close to their maximum financial potential as possible.
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Interests & Hobbies
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Always free for clients.
Credentials
CLU, ChFC, RICP
Chartered Designations
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Disclosures
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary or The Penn Mutual Life Insurance Company. Strategic Planning Group is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.