How will you be brilliant? I can help.

I’m not just in the business of growing your wealth. I’m in the business of helping you grow your confidence in the future. I’ll help you balance achieving your dreams for tomorrow with what you want to accomplish today. To get us started, we’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation to discuss your financial needs and goals. I’m here to help you live the life you’ve worked hard to earn.

Retirement discovery

Some questions about retirement are nearly universal. For example—how much can I spend and still have income that lasts for my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the SecureSource INTERACTIVE® tool. It’s a discovery tool that puts you in the driver’s seat as you explore the most important issues impacting your retirement income.

After your visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.


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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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