800-584-3652

 

Check out the background of this investment professional on FINRA's BrokerCheck

RETIREMENT...protect and maintain your standard of living.

 

Welcome to a new way of taking control of your financial self. We call it the financial happiness process. Kristen and I understand that sometimes coming to see us is just as dreaded as an office visit to the dentist or the doctor.

Because we feel it’s so important to really take charge of your finances, we’re taking out the dreadfulness and inserting happiness. So how do we get you from one of these money moods you see here on this page to financial happiness?

Part of that depends on where you are in life. When you reach 55 and beyond, a sense of protection becomes innate. Your less likely to be focused on accumulating new wealth, and more likely focused on protecting a lifestyle. Making sure you can live the same standard of living you have today and never running out of money is paramount. There are no do-overs in retirement. Experience matters. This is the most important time to put the financial happiness process in place.

 

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Explore your financial happiness... We can get you there!