As you can see from our team roster, I’m the guy with the gray hair!

I’ve had the honor of helping families plan for retirement for over 40 years and here’s what I’ve learned: even if you have a plan in place, you have to ask yourself, ”what can ruin my plan?” The answer is generally one of two things: a premature death or a sudden illness.

Experience has taught me that life isn’t “fair”. Like you, I’ve seen some very nice people (and their families) face incredible hardships…cancer, dementia, ALS, Alzheimer’s, Parkinson’s, etc.

What happened? Life threw them a curve ball they never saw coming. While some people were prepared, unfortunately others were not.

You worked too hard to leave retirement up to chance. Our team would love to help you explore your options and find a way to protect your future.

If you’re interested in learning more, I encourage you to schedule a call. I look forward to helping you find a way to protect yourself, and your family, from life’s sudden curve balls.