I Help Firefighters Retire Wealthy
Education-First Approach
Fiduciary Advice
20+ Years Fire Service
WHY FIREFIGHTER FAMILIES CHOOSE TO WORK WITH ME
I Understand the Fire Service
Plenty of advisors are excellent with investments but know very little about pensions, 457 plans, DROP programs, retiree healthcare, overtime, and public safety retirement rules.
As a career firefighter, I’m in all the same things you are. That means less time explaining your benefits and more time optimizing them.
Fiduciary Advice
When you're making decisions that affect your family's future, you deserve advice from someone who is legally and ethically obligated to put your interests ahead of their own.
As a fiduciary financial advisor and CFP® professional, I am required to act in your best interest when providing financial advice. That means recommendations are based on what is best for you, which should go without saying. For firefighters who have been pitched financial services without a real financial plan, this is an important distinction.
Education-First Approach
Firefighters want someone who can explain complex financial concepts in plain English. My goal isn't to tell you what to do. It's to help you understand your options well enough that you can make confident decisions for yourself and your family.
Whether we're discussing pension maximization, tax planning, Roth conversions, retiree healthcare, or retirement income strategies, I believe the best decisions happen when clients understand the reasoning behind the recommendation.
YOU MAY BE A GOOD FIT
If you want advice from someone who has lived the firefighter career path
If you trust someone who understands your unique benefits
If you want someone who can help turn decades of service into financial independence
YOU MAY NOT BE A GOOD FIT
You're looking for stock picks or market predictions
You only want investment management without financial planning
You do not want to pay a transparent fee for financial advice
You prefer an advisor without a specialization who takes a more general approach
Download my free report:
3 Ways to Access Your 457 Tax & Penalty Free
FAQs
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While I specialize in firefighters and others with pensions, I work with all different kinds of families.
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The only requirement is a readiness to go through the financial planning process.
Over the years, I’ve learned the results you’ll reap are directly correlated with your readiness. We have the knowledge and team to deliver the results, but that doesn’t matter if you’re not ready or don’t have the time to commit to the process.
Whether you’re in retirement or just starting your career, you have options for how we’ll work together which can be found under the Financial Planning tab.
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Click the Contact button and tell me a little bit about yourself. We’ll schedule a non-obligation get-to-know-ya call to see if it makes sense to work together.
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Breaking up may feel awkward, but remember it's a business decision.
A good advisor is going to respect your decision if you've become a DIYer or if you'd like to work with a different advisor who is more specialized in the financial planning opportunities you have access to.
While not required, I believe it's best to notify the advisor in whatever way makes you feel most comfortable.
After that, investment accounts can typically transfer anywhere without fees or penalties. Insurance products, like annuities and permanent life insurance, may have surrender periods that make it in your best interest to leave the funds with the company you purchased the product from until the surrender period is over.
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Yes!
Picture this: A health and wellness benefit paid for by the organization where members can receive individualized, fiduciary financial advice specific to their employer’s benefits without a sales pitch.
More information under the Group Training tab!