My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.
I am a Retirement Planner, holding Series 7 and 66 securities licenses with Securities America in SC, GA, NC, and KY. I have trained extensively on Social Security benefits, Medicare, Long Term Care Partnership, and other state and federal benefits. There is a difference between a Financial Planner and a Retirement Planner. They both have the same investment training, but there is additional training and specialization as a Retirement Planner. Financial Planners help invest and accumulate assets, while a Retirement Planner manages the complexities of investing and distribution of assets, retirement income, pensions, maximizing Social Security benefits, managing the risks of Long Term Care and healthcare, while helping you maintain your lifestyle and limiting tax exposure.
We will put together an investment plan that is customized for your financial situation. I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives. After all, you need your retirement income to last for the rest of your life. We are here to help you preserve a lifetime of hard work.