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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Spending time with family
  • Playing sports such as softball and golf
  • Traveling

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • B.A. Economics, North Central College, 2002
  • B.A. Finance, North Central College, 2002

My Videos

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