Specialties
About Me
Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services.
Specializing in integrading insurance soluctions for a portion of your portfolio to contractually solve for principal protection, income for life, legacy and asset based long term care. Other services: - Life Insurance - Wealth Transfer - Lifetime Income - Long-Term Care Planning - Social Security Planning My other interests include spending time with family, traveling, hunting, and watching the Green Bay Packers.
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Interests & Hobbies
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Credentials
Retirement Income Certified Professional (RICP)
Chartered Designations
What do these credentials mean?
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Disclosures
As a Retirement Income Certified Professional® (RICP®) my expertise is dedicated to the unique challenges of retirement income planning. My specilialized traning is centered on the critical transition from saving to spending in retirement. This involves creating a comprehensive plan to address potential risks to your portfolio and helps ensure that you don't outlive your money. I specialize in contractually solving for principal protection, providing an income for life, growing funds tax deferred, and providing a legacy to pass down to your loved ones by using unique insurance products. One area that I have seen a significant positive impact is in repurposing an existing asset that is not needed for income or emergencies into an asset-based long term care plan. A well structured LTC plan can protect your other assets from devasting LTC expenses that could last for years, while providing a valuable death benefit for your loved ones if LTC is never needed. I do not provide stocks, bonds or other market based products. Where it is suitable and appropriate, my compensation comes from the Insurance companies that I'm appointed with in the form of a commission.