FAQs

As a fiduciary, I am legally and ethically obligated to put your best interests first in every recommendation. This ensures that the retirement planning, tax strategies, and investment advice I provide are always designed around your unique needs, not products or commissions.

I specialize in helping pre-retirees between the ages of 59 and 64 who are approaching one of life’s most important transitions. My clients are often professionals, executives, and healthcare practitioners who want clarity, confidence, and direction as they prepare for retirement.
 

I offer comprehensive financial planning services, including:

• Retirement planning to help you transition from earning a paycheck to drawing reliable retirement income.
• Investment planning to align your portfolio with your lifestyle, values, and risk tolerance.
• Tax planning strategies to help you keep more of what you’ve earned.
• Estate and legacy planning coordination to protect your family’s future.

I believe money should serve your life, not the other way around. Instead of chasing rigid long-term goals, I focus on creating flexible, life-centered strategies that adapt as your needs change—aligning your finances with your values, family priorities, and overall well-being.

My practice operates on a fee-based model, which means I am compensated primarily through transparent fees rather than commissions. This structure supports my fiduciary duty and allows me to give advice that is objective and client-focused.

The years leading up to retirement are critical for making decisions about income, investments, Social Security, and taxes. Working with a financial advisor ensures you have a clear, personalized strategy to protect your savings, reduce financial stress, and enter retirement with confidence.

I take a life-centered financial planning approach. That means I begin with your story, your past turning points, and your vision for the future. From there, I design strategies that don’t just manage money—they create direction, purpose, and peace of mind in retirement.
 

Client accounts are custodied through Colorado Financial Service Corporation, giving you peace of mind that your assets are safeguarded with a trusted institution.
 

While investment management is part of what I do, my focus is on comprehensive financial planning. That includes retirement income planning, tax efficiency strategies, and long-term financial direction tailored to your family and lifestyle.
 

No two clients are the same. I take time to listen to your story, identify past financial habits, and understand what truly matters to you. From there, I build a plan that reflects your values, reduces risk, and helps you live the retirement you’ve imagined.

Yes. Financial planning is not a one-time event—it’s an ongoing process. I meet with clients regularly to adjust strategies, review investments, and make sure your plan continues to fit your changing life circumstances.

The first step is a no-obligation conversation where we discuss your current situation, your retirement timeline, and your financial concerns. From there, we decide together if working together is a good fit.