Our Mission Statement

My goal is to encourage working people of all ages to envision a comfortable retirement for themselves and to assist them in making the common sense decisions necessary to achieve their goals. 

Important decisions such as investing in or rolling over a 401(k), deciding to accept a lifetime pension or lump sum distribution from an employer and when to claim Social Security benefits are just a few examples of the areas in which my clients have benefited over the years from my experience and expert advice.