More Clarity, Less Mystery
At the end of the day, the best way to plan for retirement is to find a simple set
of guidelines that work for your life and to follow them to the letter. It’s with this
in mind that I build your portfolio and your financial plan.
I rely on set rules to manage your portfolio, which determine without ambiguity when to buy and when to sell. Similarly, the steps in your financial plan are designed to be just as simple to follow. I incorporate each of the main components of a comprehensive plan, but in a concise format that can be easily applied and readjusted.
The following services are factored into The RetireSURE Plan™:
- Tax planning and strategies to minimize loss
- Risk management and personal risk profile
- Active asset management with relative strength investment approach
- Retirement planning and reaching your target retirement age
- Big picture analysis and gap finder
- Savings and liquidity management
- Step-by-step implementation guide