I am a fee-only, CFP(R) specializing in investment management and retirement planning. I focus on the challenges of financial independence that are relevant to all generations, and place a high priority on control, simplicity, and flexibility in planning. I also have a specialized focus in planning decisions related to Continuing Care Retirement Communities and Life Plan Communities.
In a general sense, it’s about spreading your risks around. Of equal importance, however, is positioning yourself to capture opportunity when and where it occurs.1 June 2021