Simply reach out to set up a conversation. I’ll take the time to listen, answer your questions, and help you explore whether hourly planning or another approach feels like the right fit for you.

Yes. Hourly planning is available, with no asset minimums and no ongoing fee required. This option is ideal if you want focused guidance without a long-term commitment.

Yes. I help clients evaluate and purchase fixed annuities, including multi-year guaranteed annuities, as part of a broader retirement income strategy.

I work with individuals, families, and small business owners who value transparent guidance and a thoughtful, long-term approach to financial planning.

No separate planning fee is charged for an annuity purchase. If you buy a fixed annuity, the insurance company pays me a small commission, and your deposit is not reduced by that commission.

No. Fixed annuities are insurance products, not bank deposits or securities. They are not FDIC or NCUA insured, and guarantees are based on the claims-paying ability of the issuing insurance company.

No, I do not provide tax or legal advice. However, I’m happy to coordinate with your CPA or attorney. to ensure your planning is well-aligned.

Yes. Product features, rates, and availability vary by state and change over time. It’s important to review the approved product flyer, contract, and state-specific disclosures before making a decision.

Call or contact me for the hourly rate.