Pre-retirees and business owners need a plan that holds up. I build it.
I help pre-retirees and business owners in California and Colorado design a retirement income plan that holds up over a 25-year horizon.
Firm, FINRA memberINDEPENDENT FINANCIAL GROUP, LLC
BrokerCheckCRD #4503197
Licensed inCA
Experience22 years
DesignationsCFP
About my practice
I help pre-retirees and business owners in California and Colorado design a retirement income plan that holds up over a 25-year horizon. Independent, fee-aware, and built around your numbers and your priorities.
How I help
Comprehensive Financial Planning
Full-spectrum financial planning for wealth accumulation, preservation, and transfer.
Learn moreRetirement Planning
Income strategies, withdrawal planning, and tax-efficient retirement distributions.
Learn moreSocial Security Optimization
Claim-strategy analysis to maximize lifetime Social Security benefits.
Learn more