Since 2010, Tad has been helping people prepare for retirement with a simple philosophy: listen, keep things understandable, and find solutions that make sense for each person’s situation.
Tad is known for his down-to-earth approach to retirement income planning and his focus on helping clients protect what they’ve worked hard to build. He specializes in easy-to-implement “safe money” retirement strategies and is a certified Social Security Instructor, helping clients navigate one of the biggest financial decisions they’ll face in retirement.
Tad is also a member of Ed Slott’s Elite IRA Advisor Group, a group dedicated to helping advisors stay on top of the rules and strategies that can help retirees avoid costly IRA and retirement-planning mistakes. He’s a graduate of the University of California, Santa Barbara.
But there’s a lot more to Tad than retirement planning. He and his wife, Nancy, have two daughters and a three-year-old grandson. Outside of work, Tad enjoys surfing, playing golf, and staying active at the gym. He also gives back to his community as a CIF high school football official and is an active member of Beachcities Community Church.
Spend a little time with Tad and you’ll quickly see what his clients appreciate most about him. He’s easy to talk to, genuinely listens, and takes the time to understand what matters to people.
For Tad, retirement planning isn’t just about numbers. It’s about helping people feel confident about their future and making sure their retirement plan fits the life they want to live.
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