As you approach retirement, making the important transition to Medicare will likely play a significant part of your retirement planning process. The choices are vast and often driven by many factors including your personal health, choice of doctors, prescription needs, overall expenses and even your zip code.
Join our live webinar as we explain all the benefit options of Medicare, as well as costs and other important considerations to help you prepare for a smooth transition to the plan that is right for you.
This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.
I give each client the time and attention they deserve because I know everyone has different needs. To me, continuously pursuing excellence means helping my clients stay on track to reach their goals no matter what life brings. As a full service financial advisor, I can help you with retirement planning, college savings, life insurance and long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.
My licenses include Series 7, Series 66 and insurance. Before becoming a financial advisor I served in the Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy exploring coastal lighthouses.
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