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Your Retirement, Your Way

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Enjoy Your Retirement!

LET'S TALK RETIREMENT

Focus on What's Important to You

MULTIGENERATIONAL PLANNING

What's Your Story?

HERE'S OURS!

Email Address

Email

Mobile Number

(775) 291-3975

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About Me

I am a Certified Financial Planner™ professional who specializes with clients who are near
retirement, retired, or who have received an inheritance. I cover the Reno, Carson City,
and surrounding communities and have been serving northern Nevada since 2005.
I am an independent Financial Planner which means that I am not bound or restricted to
use certain proprietary or company sponsored products. I have thousands of financial
products available to me that I can use to best fit your unique financial situation and
goal. This should be very important to you.

Next you should know that you are very important to me. My livelihood resides in the
satisfaction of my clients. I will strive to make you pleased with my service and I will work
diligently to help you reach the financial goal that has brought you here to me.

Address

Reno, NV 89521

Welcome To The Journey!

Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.

In the richest country in history, 46% of Americans can't support themselves in retirement years.

We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The Journey is a systematic approach to the achievement of your goals and objectives, like a well-planned climbing expedition.
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Why Choose Us?

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.

HOLISTIC APPROACH

Welcome to the Summit!

You have been planning, saving, and sacrificing, all with anticipation that you will achieve your goal of a comfortable retirement. You have reached the Summit in your planning. This should not be a concern, but an opportunity to celebrate and congratulate yourself for a job well done. However, after the celebration is over one of the first thoughts you may have is, “Where to from here?” Welcome to the Summit! It's important to remember that climbing to the summit is a round trip. Achievement of the Summit is only half the journey. In fact, the most dangerous and challenging part of the journey is yet ahead. The Summit is a program that helps you identify real wealth and address not only your money and income but the more than money needs you will face. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
I want more information on starting my Summit!

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