As Seen In

As Seen In
As Seen In
As Seen In
As Seen In

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Qualifications

Qualifications
Qualifications
Qualifications

I help you create a retirement income plan that ensures you get the most out of your retirement savings without having to worry about running out of money.

Discover the distribution strategy that works best for you. We will incorporate your investments, taxes, Social Security, and lifestyle into a custom-tailored plan.

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Latest Articles

Future Value Calculator chart

Future Value Calculator

You can use this future value calculator to find the future value of a lump sum or stream of regular savings. For example, if you invest a certain number of dollars today, once, and let it earn interest for a predetermined number of periods, what is it worth in the future? Or, if you regularly …

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what is a vested balance piggy bank

What is a Vested Balance?

Your vested balance is the amount of money in your retirement account that belongs to you. If you quit your job or leave your employer, your vested balance is the portion of the money that you can take with you. What Does Vested Mean? According to Webster’s, vested means: Fully and unconditionally guaranteed as a legal …

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Brandon Renfro and Harry Markowitz

Meeting Harry Markowitz

Fair warning, this post is a departure from my normal articles on retirement planning. I had an opportunity to meet one of the founding fathers of modern finance, Harry Markowitz, in June of 2019 and I simply want to share the experience with you here. Harry Markowitz isn’t a household name, but the work he …

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