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Sarasota Bradenton Financial Advisor

Robert & Carolyn

Their Concerns.


  • Robert & Carolyn weren't sure how much their retirement would cost, or when they could afford to retire.

  • They wanted to help their children and grandchildren without jeopardizing their own future.

  • When all was said and done, they also wanted to leave something to their favorite charities.

How I Helped.

  • I developed a retirement income plan that indicated a high probability that Robert & Carolyn would never outlive their money.

  • I updated their investments accounts to minimize unnecessary risks.

  • I opened a 529 plan to save, tax-free, for their grandchildren's college expenses.

  • I helped them establish a donor advised fund to eliminate capital gains taxes and help them ease their monthly budget.

The Results.


  • Robert and Carolyn now feel a sense of relief that they have a plan in place for the life they desire.

Complete list of included services:


✔ On-Call Guidance Any Time You Need Me

        Unlimited Phone Support

        Unlimited Text Support

        Unlimited E-mail Support

​Financial Dashboard & App

✔ Investment Management

✔ Retirement Income Plan

✔ Credit Score Guidance

✔ 401(k) Plan Guidance

✔ Cash Flow / Budgeting Guidance

✔ Commission-Free Annuities

✔ Tax Return Review

✔ Will Review

✔ Trust Review​

✔ Charitable Giving Planning

✔ CPA Coordination

✔ Attorney Coordination

If this sounds helpful, you are invited to book a complimentary meeting with me to learn more below. My promise to you is that you will not be asked or pressured to buy anything. Just a casual conversation about whatever you would like to talk about.


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