THE IFW RETIREMENT ROADMAP EXPERIENCE
I Can’t Wait To Guide You Through Your IFW Retirement Roadmap Experience!
I started my career in the Financial Services Industry and trained as an advisor specializing in pension income planning in 1986. I’m committed and passionate to help highly compensated professionals and business owners to implement, grow, and invest in the best possible outcomes for their investments and savings.
I’m known as the “Go-To-Advisor” for those wanting no-nonsense, straight, and honest answers through my proprietary process that uses mathematics and historical data tools resulting in achieving their personal and financial goals.
There are many investors and savers who contribute to company-sponsored plans like 401ks, Deferred Comp,TSP, and IRAs or privately invest in the stock market or real estate not realizing that taxes and risk play a major role in determining the net spendable income of these asset classes. When retirement or a catastrophic event happens in their lives, they tend to exhaust monies in an undesirable manner that ultimately forces their funds to slowly vanish through forced withdrawal or risk and have no way to recover. This is called the sequence of returns theory, meaning early losses and withdrawals in a portfolio impact longevity in wealth. Many strive for my solutions to protect and grow their money efficiently and effectively from the “Tax Man” or the “Risk Robber.”
I pride myself in my ability to listen to what’s important in my client’s life and financial goals preparing them for a successful and worry-free retirement lifestyle.
I pair listening and the clear ability to pay attention to the small details of each client’s situation. Those two characteristics allow for a client to feel heard and for our company to implement and solidify major value for our clients.
Outside of my company, I am happily married to my wife, Jennifer. We enjoy spending many outdoor activities with our two children and relaxing in the Sonoma wine country of the Bay Area, Northern California.
If you have any questions at all about our program or want to demo our ILIA learning platform at your leisure, let’s get on a short, no-obligation call or zoom meeting to determine if we can even help you.