Retire Smart

Why I love what I do ? Life is about the people you share it with, and I strive to be one of them. I help you define your priorities and then put them in context with the rest of your life. I’m passionate about building long-term relationships with my clients to help stand with you as you turn the pages of your unique retirement story. I take great pride in this connection, and the level of uncompromising integrity my clients have come to know me for. As a license professional and Chartered Retirement Planning Counselor have to meet the strictest of ethical requirements, as well as meaningful ongoing continuing education requirements. So much of retirement is a guessing game…Yes, there’s definitely a place for a historical data, equations, algorithms, and spreadsheets—as long as they support your retirement life and goals, and not the other way around. You won’t have the retirement your parents did, and that’s mostly a good thing. You’ll likely live longer, be more active, go more places, and spend more money. I love what happens when people shift their mindset from working to retirement and what they love. From saving for retirement to planning for spending. Moving from working path to happy retirement. The best retirement strategies are grounded in what’s important in your life right now and in the future. With consideration if you want to launch a new career in retirement if you want to sell your house and travel the world. It is your If… Nothing makes me happier than to help people realize they have choices they didn’t even know existed. That takes hard work, knowledge and attention to detail – your details…