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

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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man holding callable bonds

Callable Bonds – How They Work

Callable bonds are bonds that the issuing corporation can redeem before maturity. If you hold a callable bond and the issuer decides to redeem it you will have to surrender the bond. Not all bonds are callable. The bond indenture must contain a call provision to allow for it if the issuer want to redeem …

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