INDEPENDENT INVESTMENT ADVISOR
Financial planner focused on low-cost, tax-efficient approaches to retirement & investing
I am an independent investment advisor and I provide personalized financial planning, retirement, and portfolio management services. I tried to make my website educational, but please reach out if you have any questions.
Working & Saving
Engineers & Analysts
A simple, visual illustration that maps out your financial assets and cash flows.
A 100% objective analysis of your portfolio’s performance, risk attribution, and fees.
My original research - regularly published and quoted by WSJ, FT, Barron’s, AAII, etc.
Got questions? Like to explore how we might work together?
I am licensed as an independent investment advisor. However, I am a researcher at heart and I take nothing for granted. Anything less can compromise financial security and peace of mind.
- October 2021AAII 2021 Virtual Conference Presentation
I was honored to speak alongside some industry heavyweights at AAII's 2021 virtual conference. My topic was Using Income Annuities Continue Reading
- May 2021Bond Ladders & Income Annuities: Restoring the Sanctity of Fixed Income
I spent some time on Google, but could not ascertain the origins of the term fixed income. Presumably, it was Continue Reading
- August 2020Optimizing Fixed Annuity Tax Deferral
DISCLAIMER: This article discusses topics at the nexus of investments, annuities, and taxes. This article does not provide and should Continue Reading
I am an independent investment advisor based in the West Palm Beach (FL) area. However, I work with clients in other locations using Zoom and other tools.
1005 Lake Avenue, Lake Worth, FL 33460