About Me
I am a Decumulation Expert, with three specific skillsets:
- I help people retire with Purpose, Meaning, Significance & Joy!
- I Lock-In my client’s lifestyle for their Entire Retirement.
- I help people rescue their retirement from RMDs and Taxes.
Areas of Service:
- Colorado
- Florida
- Georgia
- Maryland
- Massachusetts
- Michigan
- Missouri
- New Hampshire
- North Carolina
- Ohio
- Oregon
- Pennsylvania
- Texas
- Virginia