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THE WEALTH PLANNER

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Want to Feel More Confident In Your Financial Situation?

Let The Wealth Planner™ help.  Read on...

PROFESSIONAL GUIDANCE

"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it."

- Ralph Waldo Emerson

DID YOU KNOW?

Longevity risk is one of the most significant risks faced by retirees.  A 65-year old married couple has a 92% chance at least one spouse will reach age 80, and a 57% chance one spouse will reach the age of 90 (Source: Society of Actuaries, 2011 Risks Report). Retiring couples need to carefully consider this when planning for retirement. My office specializes in assisting clients with striving to minimize the impact of longevity risk (or outliving your money).

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A COMPREHENSIVE APPROACH

My clients are my number one priority.  I work with a select group of clients (mostly retirees, small business owners, and high-income professionals).  My clients are almost exclusively high net-worth with similar concerns, and my 20+ years of experience allow me to approach their challenges with skill and confidence.  I take a 360 degree look at your financial situation and as an Adjunct Professor at Georgetown University and an Instructor for CFP (CERTIFIED FINANCIAL PLANNER™) Review Courses, it's imperative that my knowledge is extensive.  I pass along this hard-earned knowledge to help you make the most of your financial situation.

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