Invest and Retire with someone you know and trust. 

You likely grew up with me on the Radio!  Heard from Lansing, Grand Rapids, Buffalo, Cleveland, Miami and beyond. I have been blessed to have decades-long lasting friends and relationships.

Y o u   d e s e r v e   a   g r e a t   R e t i r e m e n t 

Some Important Things We discuss:

What has your attention or concern at this moment?How can I help you reach your goals, dreams and needs?Are you diversified with your investments? Have you reviewed your financial plan?How do we Avoid Running Out of Money in Retirement?Let's analyze and maximize your Social Security.The impact of Health Care now and when you become older.Turning Assets into Retirement IncomeHow to avoid Being a Burden to Your Children.Leaving a Legacy - How do you want to be remembered?  Today AND in the future.

Do you have ENOUGH for retirement?My mission is to help you take advantage of those opportunities by providing them with three key tools:
  1. A clear understanding of your financial goals

  2. A well-defined roadmap for achieving those goals

  3. Ongoing advice to help adjust their roadmap when their needs change

My services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I will help you develop a personalized, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term objectives. On my Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. Here, you will find informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit my Web site often, as the content is constantly being updated. If you have questions and you are ready to schedule a meeting without obligation,  e-mail me at or call 517.731-0768.