About

At the heart of my financial planning service is The Formula. My service is based on helping you sort out issues that cause anxiety such as not having enough money to pay bills and enjoy life, not being around to provide for your family, and not having enough money to retire with any degree of comfort.

If you follow The Formula over the long term, say over a twenty year period your assets will grow much faster than the average person's and you will enjoy a comfortable retirement, almost regardless of what happens in the investment markets.

I seek to arrive at your core issues;

* How many dollars should I put away?
* How many dollars will I have in retirement?
* What insurance covers and sums insured are needed? (more)