Specialties
About Me
Retirement Professional who have been in business for over 17 years who seeks to bring tax free retirement, insurance and education, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected.
Mortgage Education ,Reverse Mortgage and mortgage needs.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Social Security claiming • Evaluating and addressing risks faced in retirement financial planning • Choosing distributions from employer sponsored retirement financial plans • Medicare and other health insurance choices • Planning for long-term care needs • Choosing appropriate housing • Retirement income tax and legacy planning