Grow and Preserve Your Wealth to Pursue the Lifestyle You Want in Retirement

Learn How to Vet and Hire a Certified Financial Planner who Specializes in Helping Pre-Retirees and Retirees Successfully Navigate the Challenges of 21st-Century Retirement Planning

Due to the many roles I have held as a financial advisor, I feel that I am up for the job of helping you pursue financial freedom. I am a Functional Retirement Advisor (FRA) who is committed to taking a holistic approach to planning your financial future — one who values your personal goals and needs along with the reality of your finances.

Hiring a Functional Retirement Advisor is one of the most important decisions you’ll ever make. My book, Retirement Success, can help you choose the right FRA to guide you in your retirement planning, help grow your wealth, and preserve your nest egg.

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