When I'm not indulging in financial literacy books you can find me binge-watching "Money Heist" or watching "Polar Express" with my girlfriends children.
My clients appreciate my hands-on approach to finding detailed solutions to their retirement and financial planning challenges, some of which they don’t even realize and formal financial planning doesn’t even acknowledge. I utilize very clear and straight forward strategies, which comes with the territory as a born and raised New yorker that gets things done.
Finding the right team to assist you with your retirement plans can be a challenging process and can make you feel vulnerable. You might feel embarrassed about not already having enough saved up or a clear retirement strategy. Maybe you haven’t started planning because you think there is more than enough time or simply don’t know how.
The first step is realizing that you need assistance and by landing here you have already done that! Great job! Now it’s time to embark on the next steps which is finding the right team to help you efficiently plan out your retirement to ensure financial security for your future. The great news is, since you’ve already found this website you are on the right track!
I have made it an obligation to help people like you effectively plan for retirement in order to ensure success. I want nothing more than to help you live a secure and comfortable life after retirement for years to come -- together we can take your financial planning to the next level!
You’ll not only get your finances for retirement in order, but you’ll have fun while we do so. Can retirement planning actually be enjoyable? Yes, it can and I’ll show you exactly how!