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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.
Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream. We will take a collaborative approach to your financial plan, using education and strategy to help you achieve your goals and empower you with financial confidence. Life is about creating memories and meaningful experiences. Through goals-based financial planning, I will listen to your vision for the future and make a plan to bring it to fruition—empowering you to be intentional about your financial choices and feel confident about your future.
We all look forward to the significant milestones in life, whether that be a family vacation, buying a home, or transitioning into retirement. Waiting until the last minute to make major financial decisions can create unnecessary risks to realizing these milestones. Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream.
I have a Bachelor of Science degree in Marketing from Grand Canyon University. I hold securities licenses 7 and 66 as well as my Oregon and Washington Life and Health insurance licenses. Outside of the office, I am a family man who loves to travel, take photos, and record audio.
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