I graduated from Cal in the 60’s, spent two years as an U.S. Army Air Defense Officer, was honorably discharged and then moved to Marin where I have lived for 40 years. My wife, Jan, and I love living here. It’s been a wonderful place to raise our family and enjoy life. We are grateful to be so close to the hills, creeks and beaches of Marin.
I feel lucky to represent the Federal Employees Retirement and Benefits Institute for the San Francisco VA Hospital employees. Working with the most experienced and respected Federal Employee Benefits experts in the country, I help those who help our veterans . . . a very satisfying profession.
And I’m lucky in other ways, too. I enjoy giving back to our community. One of the things that gives my life extra meaning is my involvement with The Guardsmen. Founded in 1947, The Guardsmen is an all-volunteer, non-profit organization of approximately 150 Regular Guardsmen who are successful and community-oriented Bay Area men who mobilize their talents and resources to provide life-changing experiences for at-risk youth.
Professionally, for the past fifteen years, I’ve been helping people achieve financial certainty and security so they will not only live longer, but will continue to live well. People who live in the Bay Area have a higher life expectancy than just about anywhere else in the country.
My team and I will develop, for no charge, a customized 24-page Retirement Planning Report. Then includes an analysis of all the issues relative to retiring . . . Medicare strategies; In Home Long Term Care preparation; Life Insurance strategies; Social Security strategies; Personal Pension creation; long-term Risk Analysis. Your Plan can be up-dated periodically to reflect changes in your family’s circumstances . . . all designed to provide assurance that you will not run out of money in your lifetime.
I specialize in showing people how they can protect and grow their retirement savings to guarantee an increasing lifetime income and, if insurable, how to create a lifetime tax-free income. Unlike a Roth IRA, this tax-free income strategy has no limits on the amount of your contributions.
I look forward to meeting you and helping you. I sincerely value my clients’ trust, and my promise to you is always to treat your best interests as if they were mine.
Any guarantees are backed by the claims-paying ability of the issuing company.
California Insurance License: CA 0D04420
I invite you to connect with me on LinkedIn!