People are living longer in retirement, which means traditional retirement planning needs are changing. Most retirement plans focus on accumulating assets until retirement, but it is just as important to put your assets to work to create a sustainable income stream that lasts through retirement. Our goal is to help bridge the gap between the accumulated pool of money, and a steady stream of income.
Successful retirement planning revolves around recognizing potential risks and designing the appropriate plans to address them. The risk of outliving your money, the risk taking an income in a declining market, the risk of inflation; securing a successful retirement involves considering all of these and other risks in an integrated plan that takes into account all of your specific needs, and the needs of your family.
Our main focus is retirement incoming planning. We provide quality financial advice, with a commitment to financial education so that we may stay abreast of current research and thinking so we may work effectively within a complex and evolving industry. Using this knowledge, we are able to work with our clients to determine realistic asset accumulation goals that can help provide sufficient income for a long retirement.
As an investment advisor representative, I have a fiduciary obligation to put my clients’ interests ahead of my own, and our firm’s. We understand that it is a privilege to serve our clients, which is why we work so hard to answer all your questions, and guide you toward a successful retirement one step at a time.
I am an investment adviser representative and registered representative of The Strategic Financial Alliance, Inc. ("SFA"). Member FINRA, SIPC.which is a network of wealth management advisors that have access to resources, support, and research to help us even further in leading you to your retirement goals.
Custodial services are provided by independent custodians, including Pershing, LLC for SFA accounts as well as Charles Schwab Corporation for Loring Ward accounts. Loring Ward is an unaffiliated third party money manager.