Contact Information

I specialize in pre and post retirement planning for both FERS and CSRS as well as the civilian market.  Having been in the industry for over 26 years, I have seen the ups and downs, the fads come and go.  I know what works, and what doesn't.  What doesn't work is a one-size fits all approach.  You and your goals are based on your dreams and wishes, not someone else's.  I service the greater redwood empire as well as Napa and Solano counties.  I look forward to hearing from you.  Let's build a financial roadmap to the retirement you want.

Offering Advice Since

1984

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

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