Services

Folks in or near retirement wanting more income .

What got you here, won’t get you there. I bring a fresh, out of the box perspective from decades of business experience. Very little emphasis is ever given to the distribution of your assets. Most folks I work with do not want to risk their principal at this point in their life but do want more income.

Set up a short chat by email or phone so I can learn more about your situation - a special experience that gives you tons of knowledge and value up front. Together we decide if there is a Way to move forward. No pressure and no sales drama. If one of us should decide we are not a match the worst that will happen is we will walk away as friends.

I am insanely curious – a state that often presents solutions that solves your retirement riddles in a safe secure manner. I prefer simple to complex, actionable to esoteric, bold to tentative. I have been helping folks with their retirement issues for 47 years.