Your Complimentary Retirement Readiness Assessment™

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you'll be ready for retirement.

Social Security Timing & Claiming Strategies

Tax Minimization Strategies & Retirement Risk Analysis

Retirement Income Gap Recommendations
Retirement Readiness Assessment

I specialize in helping Tennessee residents plan for a successful retirement. I do my best work with:

Age 55+

People over age 55 who are already retired or want to make "work optional" in the next 5-10 years.

$250k+

Diligent savers who have accumulated retirement savings of $250,000 or more and want to potentially reduce their tax burden.

(Excluding real estate.)

Experienced

People who value working with an experienced professional specializing in retirement income planning because they know their retirement is too important to go it alone.

Your Free, no obligation Retirement Readiness Assessment™

A simple 3-step process that will show you how you can improve your retirement success & reduce your potential tax burden.

Step 1 — Schedule 30-Minute Call

A quick 30-minute phone call will give us both a chance to make sure our areas of expertise match up with your retirement income needs, goals and concerns.


After all, you wouldn’t see an Orthopedist if you needed heart surgery!

Schedule Your Call →

Step 2 — Assessment Meeting

Like any doctor, it’s important to diagnose the situation before prescribing any remedies.


The next step is a meeting at our office in Gallatin. During this 1-hour meeting, we will get crystal clear on your retirement income goals, needs, and concerns so we can develop your personalized Retirement Readiness Assessment™.

Step 3 — Review Assessment

With your Retirement Assessment complete, we will have another 1-hour meeting to review my findings and recommendations.


In plain English, I will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.

Think About It!

After we meet, I simply ask you to think about what we discussed! I'm looking for long-term relationships with my clients and we need to be a good match.


If any other questions pop-up, I'm more than happy to discuss strategies to address anything we may have missed the first time around. I want to make sure we're crystal clear on your retirement income goals and needs.

Still have questions? Keep reading...

  • Do you meet with people virtually?

    While we prefer to meet you in-person at our office, we are equipped to meet and work with people virtually no matter where they're located!


    Our office uses a video conferencing software called Zoom to conduct our virtual meetings.


    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

  • What makes you different from other financial professionals?

    There are 3 main things that separate us from other financial professionals:


     1. We are solely focused on retirement income planning. Because of that, we are much more equipped to handle the unique needs of those approaching or entering retirement to help ensure they don't run out of money or pay too much in taxes.


     2. We are an independent firm. As an independent firm, we are not tied to one specific line of products. We always develop our plans based on the product and strategies that are in the best interest of each client's unique situation and goals.


     3. We limit the number of new clients we take on so we can deliver high-quality, personal service. We take pride in the work we do and the life-long relationships we develop with our clients.

  • Why should I consider working with you?

    Great question! Let's start with why you shouldn't work with us.


    If you're looking for someone who can beat the stock market, then we're not a good fit for you. It's impossible to time the market and that usually leads to underperformance. We only focus on the things that we can control and the risks we can plan for.


    Our clients understand that retirement planning is a long-term strategy that requires a personalized plan and a strong team.


    You should work with us if you want to ensure you don’t run out of money in retirement, are reducing unnecessary taxes through advanced planning, and want to leave a lasting legacy for your heirs without a potentially huge tax burden.

  • Where is your main office?

    Our office is located at:

    6339 Charlotte Pike

    Unit #A104

    Nashville, TN 37209