Ongoing & one time


One time services


$200 per hour for non-standard engagements.

Rental Property Analysis

Evaluate your current properties to advise on the best course of action.

Social Security Maximization

Analyze different Social Security timing strategies to maximize benefits.

ongoing comprehensive financial planning

Updated Financial Plan

Sophisticated tool to project different scenarios and uncover ways to make money last.

Investment management

Goal based investment strategies utilizing low cost and diversified funds to balance risk and reward.

Safe Withdrawal Rate

Analyze how much money you can spend in retirement while dynamically adjusting to changing market environments.

free get to know me meeting

request a meeting

See if we are a good fit by opening my calendar to book a 30 minute video conference.