As a retirement coach, I am here to give solid advice and help you plan for your future.  Even your children and grandchildren can benefit greatly.  Sound retirement financial advice, direction, planning and education is what I provide for my clients.  I am governed by the 3 Ps of handling money: Plan, Protect, and Preserve.  Here is my process:

1. A financial questionnaire will let me know about your assets, liabilities, income, and expenses.   I get your “take” of your financial future or retirement possibilities.
2. I will then create a customized financial plan for you – comprised of advice and steps.
3. We will then take a look at your action plan; choosing from different options until we find the best route.
4. Once you’re all set with your action plan, I will regularly provide touch-base monitoring with you.  I’ll make sure everything is going smoothly, or offer further advice.
5. If you want to do more, we can look at options that will bring your financial future to an even better place.   Have you thought about creating a legacy for your family?

As my way of “giving back”, I have shared hundreds of hours of financial advice and education.  This has been in areas of retirement planning, products and options.   Are you interested in growth without fear of loss?  If you think we could be a good match, give me a call and let’s see how we can make your future look brighter.