I am a long-time resident of Palm Harbor having transplanted here some 30 plus years ago from my hometown Chicago, Illinois. My business has grown on one simple principle, satisfy my client’s needs. Our proprietary method is designed to help clients understand their individual circumstances, assess their needs today and implement a retirement plan that is flexible enough to grow and change as needs change. Clients welcome my straightforward approach and find my qualifications extremely valuable before and during retirement. Many people I meet have similar questions and thoughts:
- What planning stage am I / we in?
- Will I outlive my income?
- How will my tax strategy help and support my financial goals for retirement?
- Have I maximized my Social Security Benefits opportunity?
- How will I/We keep up with inflation and the rising cost of health care?
- Upcoming Events
- Past Events
There are currently no events.
Comments are closed.