Certified Financial Planner
Welcome, and thanks for stopping by!
This is an educational website. I am well aware that it may be considered wordy as compared to other sites created by experts, and for that I apologize, however, I created this site myself learning as I went along. (Probably best viewed on a computer) My intent was to give a retiree or pre-retiree enough information to determine if it would make sense to contact me for a discussion about areas of concern they may have.
As a CFP throughout my career I concentrated on providing holistic financiaI planning and investment management services for clients. However, late in my career, I now choose to provide solutions for some key areas of concern. (Visit the IRA Optimization tab.)
I specialize in solving IRA Investment, Distribution, Taxation, and Legacy Planning issues for those in and nearing retirement, as well as providing financial peace of mind for those receiving long-term care at home or in a senior care facility. (Visit the Immediate Care Plan tab)
After a career that spanned over 35 years as a CFP® in the Atlanta, Ga area, my wife Trish and I decided to move to Crossville, TN., after spending 6 years in retirement in the mountains of western NC.
While we both enjoyed our retirement years in NC, we also had a desire to be more active and productive in our remaining years. Therefore, about 4 years ago we decided to do just that by moving to Tennessee.
Recently, after chatting with many of my peers, I felt I could make a difference by opening a new firm that specialized in IRA maximization strategies. We concentrate on educating our client’s on their specific concerns, and offer solutions as they may be appropriate.
My priorities in life are my faith, my family, and being of service to others as it relates to their personal finances in retirement. Personally, I enjoy playing singles in both pickleball and tennis, as well as performing as a vocalist the wonderful standards from "The Great American Songbook, as well as music from the 50's 60's and 70's.
While I enjoy singing to residents in independent and assisted living senior living facilities, my true passion is having the privilege and joy to sing about Jesus for my solo concert, "We Believe", which conveys the greatest story ever told, the Gospel. This is a 60 minute concert of extremely impactful songs that will be meaningful to all believers, and hopefully to non-believers as well.
Following the concert for those who would like to stay, we will sing some of the best contemporary praise and worship songs written today. This will be a wonderful time of joy and worship that should last approximately 30 minutes. Please reach out to me if you feel this concert is something your own church should consider.