My Approach
Conventional financial planning focuses on building a large account balance primarily using stocks or mutual funds. When you retire there’s always a question of how can you make your retirement accounts last a lifetime. Unfortunately, the volatility of the stock market puts your hard earned money at risk. When the stock market takes a downturn and you’re taking money out of your accounts, your balances drop faster than expected.
I take a different approach. I believe the purpose of saving for retirement is to actually have money during retirement; no matter how long you live. From the beginning, I focus on your retirement income. The strategy is to maximize your retirement income; guaranteed for life!
My Story
I truly have a wonderful life! I’ve built the lifestyle that I love. The lifestyle I don’t ever have to retire from.
But my life sure didn’t start this way. I was raised by a single mom who struggled to pay the bills. I learned the importance of proper financial planning.
I was the kid in high school that loved following the stock market. I remember when the Dow Jones hit 2,000 for the first time. Although I learned the principles of saving and investing life hasn’t always gone smoothly.
I’ve learned that life has unexpected twists and turns and you need a financial plan that is flexible so you can weather whatever life throws at you.
Meet the Team
There’s a great team of people working behind the scenes to help me help my clients achieve their financial dreams.
Learn a little bit about my team.
Josh Watson
Personal Assistant
Josh is a licensed financial professional so he understands what it takes to help our clients reach their goals.
Josh loves camping, hiking, and anything outdoors.
Jade Burbank
Receptionist
Jade is a wonderful asset to the team. She always has a cheerful attitude and loves helping our clients.
Jade enjoys spending time with friends and traveling all over the world.
Next Steps…
Take the first step to make sure you can finish your story the way that you dream about.
Contact me today!