As a Financial Advisor for a select group of successful individuals in transition, I have developed and refined a process that puts all the pieces of their evolving "life puzzle" together. I call it the"Retire or Rewire" (ROR) Formula.

While all of my clients are unique, they do have several common goals:

• A secure family investment legacy
• A comfortable, work-optional lifestyle
• Confidence that they will not outlive their money
• A fulfilling future and with a bucket list they can achieve

Financial security is a means to those ends and virtually every client I meet is managing through a life-changing event—they sell their business, they get divorced, they are widowed or recruited. I can help them throughout each step of their journey.