38 years of experience in the financial services industry
I began my career as a financial services professional in 1975. I have extensive personal and professional experience with an emphasis on retirement and estate planning for executives, professionals and small business owners.
My firm specializes in retirement asset accumulation through tax-qualified and tax-deferred strategies, retirement distribution planning for IRA & 401k assets, retirement income maximization strategies, family wealth transfer and business succession planning with an emphasis on tax reduction strategies, risk management planning for death, disability and long term care, investment portfolio optimization/protection.
Securities offered through a Registered Representative of CAPE Securities, Inc., a registered broker-dealer. Member FINRA, SIPC, MSRB. RetireByDesign (Capital Planning) is not a subsidiary of nor controlled by CAPE Securities, Inc.
FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/
MSRB: http://www.msrb.org/
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