I am retired military – 6 years active, 18 reserve. 25 years in manufacturing logistics and consulting and for the past 10 years – working in the financial services sector focusing on retirement.

All this has taught me it is all about the process. Retirement means different things to different people: Relax Visit with family and friends, travel – climb a mountain, go on a safari or a mission to Africa. Continue working on “their terms”, provide a legacy and there are many, many more categories.

And what I do is help families take money worries off the table, So that the above is doable. My IFW Retirement process is a key to that!

Let’s get started! Click on the button below to schedule a 15 minute discovery call and see how I can help you achieve “Don’t Worry, Retire Happy” – which is the title of Tom Hegna’s book. And by the way he is one of my mentors.