Hey there, thanks for visiting my profile. I started in the financial services industry in 2008, amidst the Great Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families whose retirement plans were delayed years because of it, and this had a significant impact on my career path.
In addition to running my firm Imagine Financial Security, I also host The Planning for Retirement Podcast, where we provide education for those in or near retirement.
When I’m not diving into retirement planning or tax planning strategies for my clients, I enjoy playing golf, cooking, fishing, anything outdoors, and of course spending time with my family. My beautiful wife, Jessica, and I have three boys (including identical twins) who keep us on our toes and challenge us to be the best versions of ourselves.
Now that you know more about me, I would love to get to know you!
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Retirement Income Certified Professional (RICP)
Affiliations
Fee Only Network
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free mutual fit meeting. We will spend about 30 minutes via Zoom getting to know one another and deciding if we are a good fit to work together. We will then provide a list of financial documents needed to review in order to maximize the efficiency of our time in the Discovery Meeting. A Dropbox link will be emailed to share information securely.
Offers Investment Management
Yes
About our Firm
If you have accumulated between $2 million and $5 million in investments and want to maximize spending in retirement, optimize your investments, pay as little in taxes as possible, and leave a financial legacy, our firm was built to serve you!
💰 Most retirees we have come across are under-spending in retirement! We will work with you to create a customized "safe-withdrawal rate" so you can spend guilt-free while maintaining your financial security.
💹Do you plan on tracking the markets and placing trades while on your dream vacation or when you're visiting your grandchildren? We didn't think so! Let us take the stress off your plate and create a disciplined, unemotional, repeatable, investment process that is tailored to your retirement plan.
🏛️You've been paying taxes for 30+ years, but did you know there are ways to minimize taxes in retirement?
- Roth conversion strategies
- Social Security taxation-IRMAA avoidance (Income Related Monthly Adjustment Amount)
- Estate tax planning
- Tax loss harvesting, tax gain harvesting
- Asset location
- Charitable giving
- AND MORE!
Let us optimize your retirement tax plan and help you minimize how much you will pay to Uncle Sam during your golden years.
👶👶You've worked hard to raise and support your children and they are now successful in their own right. While it may not be your #1 objective, you'd like to have the opportunity to leave something behind as a financial legacy and make a bigger impact on multiple generations to come. Let us help you identify which assets would be best to spend during your retirement and which assets would be optimal to leave to your heirs.
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