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 the Fairfield Glade community in 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.
It was at this time that I decided to open a new firm that concentrated on retirement income planning for retirees and pre-retirees. We educate our client’s on specific areas of concern, primarily related to income during retirement (Please visit our “Questions to Consider” page), 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. Personally, I enjoy playing singles in both pickleball and tennis, as well as performing as a vocalist for my “Tribute to Tony Bennett Concert.”