WELCOME

I look forward to meeting you in person… until then, please get to know me better while browsing this site.

I specialize in working with people between ages 60 and 67 who have recently elected Social Security benefits, or are getting ready to make Social Security decisions.

If you have been referred here by a client, then be sure to let me know so I can thank them.

And if you heard about me through someone who attended one of my workshops, then be sure to check out the “Events” page and find an event close to you.

I look forward to meeting you in person.  

ABOUT ME

I have specialized in helping people with their retirement income issues for over 25 years.

In 2016 I became a CPE (continuing professional education) instructor for Certified Public Accountants, teaching “Tax Efficient Retirement” to CPA's.

Since 2014 I have attended Social Security Timing School annually, studying Social Security rules, tax issues, risk management and how to supplement Social Security income by efficiently managing client assets.

I am a member of two highly-regarded professional groups, for advisors who have chosen to focus their expertise in Social Security and related retirement income distribution planning. This means I have exceptional resources available if needed to resolve an intricate strategy or answer complicated questions.

In 1992 I earned my Certified Financial Planner TM designation. This distinction is the recognized standard of excellence for competent and ethical personal financial planning professionals. 

I graduated from CSU Sacramento with honors: B.S. in Business Administration and concentrations in Accounting, Finance, Insurance and an Economics minor.

I have appeared on KCRA Channel 3 News, Fox 40 News, and been quoted in the SACRAMENTO BEE and SACRAMENTO BUSINESS JOURNAL. 

I also hold a California Insurance License, because I believe life insurance is an integral part of your overall financial plan.

Biking is my favorite hobby, my wife Julie and daughters Elisabeth and Abby are my favorite people, and I enjoy volunteering at the Twin Lakes Food Bank in Folsom.

- Social Security Planning

- Retirement Planning

Workshops are my way of reaching out to the community about the tax ramifications of Social Security and also sharing strategies to make the most of the benefits to which you are entitled.

How to Pay Less or Nothing in Taxes
on Your Social Security Benefits
Smart Social Security Planning

LET'S MEET

You can request to meet with me at a time convenient to you.
I will confirm by email.
I am available by appointment Tuesday, Wednesday, or Thursday
9 AM to 7 PM

CONTACT ME NOW

How to Pay Less or Nothing in Taxes on Your Social Security Benefits WORKSHOP

Thursday, May 4, 2017

6:30 PM till 8:00 PM

El Dorado Hills Senior Center

990 Lassen Lane

El Dorado Hills, CA 95762

Thursday, May 11, 2017

6:30 PM till 8:00 PM

Village Hall

4150 Temescal St,

Fair Oaks, CA 95628

Tuesday, June 6, 2017

6:30 PM till 8:00 PM

Folsom Senior Center

50 Natoma St,

Folsom, CA 95630

Thursday, June 15, 2017

6:30 PM till 8:00 PM

Cameron Park Community Center

2502 Country Club Dr.

Cameron Park, CA 95682

Smart Social Security Planning WORKSHOP

Thursday, May 18, 2017


7:30 PM till 9:00 PM

Folsom Senior Center

50 Natoma St,

Folsom, CA 95630

Thursday, June 1, 2017


6:30 PM till 8:00 PM

El Dorado Hills Senior Center

990 Lassen Lane

El Dorado Hills, CA 95762

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CA Insurance Lic #0744952