Based in Grand Haven, Michigan.
Serving individuals and couples in Indiana and nationwide.
Focused on retirement income planning.
Why I meet virtually
I spent 15 years meeting with clients in person. I now meet by Zoom so I can work with you wherever you live, and a spouse or adult child can easily join. Our first conversation is a 15-minute phone call, no video needed.
Clear planning. Straightforward answers.
Confidence for the years ahead.
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