I provide refined Wealth Insurance and Retirement Solutions primarily for a select group of individuals who, among other things, want to elevate the performance of their retirement assets and aspire to a work-optional lifestyle.
I allow my clients to retire when they want to vs. when they have to. I have over 40 years of experience working in the financial services industry. I have spent the last 27 years showing advisors how to provide their clients with a secure retirement by using insurance and annuities.
I am now using that experience to work directly with my wife, Lorna, to help our clients with their retirement and provide a guaranteed income they can’t outlive. We reside in Springfield, Missouri.