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.  

- Social Security Planning

- Retirement Planning

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