🔥 As a Chartered Financial Consultant and planner with over 30 years of experience in the financial services industry, I am deeply passionate about helping individuals secure their financial futures. Throughout my career, I have had the privilege of assisting clients both domestically and internationally, as well as supporting businesses in implementing employee benefit plans.

My focus is on educating individuals about strategies allowing them to achieve stock market like growth without the associated risks, providing a retirement income that lasts a lifetime. I aim to eliminate market risk, reduce tax burdens, and ensure a steady cash flow throughout retirement. These approaches, once reserved for the ultra-wealthy, can now be utilized to enhance your retirement plans and create lasting legacies for future generations.

I offer resources such as webinars and personalized consultations to guide you toward a secure and comfortable retirement. If you're risk-averse and seeking a secure retirement income plan, I'm here to help you enjoy the benefits of both tax-preferenced accumulation and distribution of a guaranteed lifetime retirement income. Let's work together to prepare you for your new retirement.

For more information or to schedule an appointment, you can:

📞 Call me at: 530-941-5121

📧 Email me at: [email protected]