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

  • 2009 Florida Ironman Triathlon
  • 2006 Lake Placid Ironman Triathlon

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Insurance
  • Small Business

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER, 1998 to Present
  • Chartered Financial Consultant, 2001 to Present
  • Bachelor of Science; Babson College, Wellesley, MA, 1985
  • Master of Business Administration; Babson College, 1987
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Professional Associations

  • Advanced Advisor Group
  • Ameriprise Financial Services, Inc.

Files for Download

My Photos Show Thumbnails

The Ramsay Family: Ned, Auston, Cindy and Peter

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.