Many can visualize the retirement of their dreams; traveling, enjoying time with family, volunteering or even pursuing a second career. The hard part is building a financial plan that will afford you this dream. My strategies help you assemble the pieces of this puzzle into an plan.

Choosing a portfolio of investments is an intimidating process for most. Maintaining a strategy through all phases of the accumulation years and modifying that strategy for the years of spending in retirement is a dynamic process. This is something that I do well.

For the duration of my career I have worked in the 403(b) retirement plan market. The changes in the industry over recent years require employers to be more diligent in their plan offering.