WHO WE ARE and why it matters
Our bios go into all the details, but right off the bat there are two things you should know about us. We love the people and families we work with. We love the freedom of being an independent practice and being able to offer customized, objective advice, without the conflicts of interest of the big broker/dealers. We love what we do, and who we do it for. To be able to bring value and make a difference in good peoples’ lives is an added bonus – truly a passion and a privilege.
related resources
Nine to Five, Beyond 65
Risk Management Demystified
Are You and Your Partner on the Same Retirement Page?
Making Sense of Medicare Myths
Social Security Increases Benefits by 2.8% for 2019
![Navigating Medicare [INFOGRAPHIC]](/-/media/rj/common/resources/retirement/navigating-medicare-infographic.jpg)
Navigating Medicare [INFOGRAPHIC]
Correcting Your Course
Making the Most of Medicare's Open Enrollment Period
Social Security Basics
Social Security Myths and Misconceptions
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