I started working with seniors in 1999, primarily talking with seniors who had lost a great deal of their mobility. I was engaged in marketing a line of power chairs and electronic scooters. I found it very enjoyable. However, it has led to something that is absolutely marvelous to me. The Retirement Planning and Consulting Business.
My Dad used to say that “it’s not a job if you love doing it”, and that is what has happened here. I didn’t get a job; I got a passion. I love what I do. I like golf, fishing and being with my family. My wife and I got married in 1961. We have two children, 4 grandchildren, and two great grandchildren. Altogether not a large family, but not a small one either. We are a very close family and most of them live close by. This is good, most of the time, sometimes we look at each other and think “what have we done?” There are times when it may be a bit much of a good thing. But we still love ‘em.
I am currently licensed in North Carolina and Virginia. With clients in both states. Again, I love my family and like my hobbies, but all in all, I get equal pleasure out of sitting down with people and showing them how to create and stabilize a good retirement plan. One that will show them how to maximize their Social Security Benefits, how to get a much better return from their 401k or IRA, plus how to reduce their tax liabilities (sometimes by thousands of dollars), and last, but not least, how to design and create a guaranteed monthly income that you cannot outlive! Again as my Mon and Dad would say, “that’s the whole nine yards”… Don’t ask me where that expression came from, or exactly what it means. I don’t know. I do know that they used it a lot, and that’s why I’m doing what I’m doing.
Helping people build a secure financial future and realize their dreams. I really enjoy it.
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