Here’s How Simple It Is To Work With Me:

STEP 1: Get Your Absolutely Free Copy of 
“Simple Retirement - 7 Simple Steps To Your Best Second-Half Life"

I’ve put my 7 top core beliefs about retirement planning into this book after twenty-plus years of working side by side with clients as a fiduciary advisor here in southern California preparing them for one of the biggest transitions in this life – the transition from your “working years” to your “non-working” years.

This book is a quick read and no-nonsense approach outlining the latest research and science of income and financial planning in retirement combined with over twenty years “in the trenches” helping clients optimize their retirement years.

If you’ll invest just a couple hours (at most) reading this book you’ll know if we’re a good fit or not.
I’m a firm believer that if you try to please all, you’ll please noneThe way I see it, if you read my book, and my core beliefs don’t jive with you I say: Seriously – it’s OK!

You can always keep doing what you're doing. The problem is the strategies that have served you so well during your accumulation years are not likely to get you where you want to go in your distribution years.

So here’s the deal: if you take action today, I’ll send you an absolutely free copy of my Amazon best-selling bookThis way, if I’m not right for you, you’ll know it up front and you’re only out a couple hours of your time.

STEP 2: A Friendly 15-Minute Chat

After reading my book, I’ll make sure you can quickly and conveniently set up a fifteen-minute chat with me if and only if YOU desire.

This will not be a “sales call” but more of a casual get-to-know-you call to confirm that we are a “good fit” and to find out where you’re at and where you want to go.

STEP 3: 1:1 Zoom Or In-Office 
Simple Retirement  Sessions 

If we mutually agree it makes sense, we’ll meet 1:1 in my proprietary Simple Retirement hybrid virtual format once a week or in our Murrieta or Palm Desert office for three to four weeks.

What the heck is a hybrid virtual format? We’ll combine the latest virtual technologies (e.g. Zoom, Facetime, screensharing etc.) with “old school” physical workbooks and exercises.

In other words, we’ll use the latest technology and my custom retirement planning syllabus/workbook to review together main points and various exercises, questions, and forms I’ve created after crafting thousands of individual retirement plans.

If you prefer in-person meetings, we'll be glad to meet in our Murrieta or Palm Desert office.


You will not be charged planning fees and this will not be some thinly disguised sales process, but valuable coaching with a local fiduciary advisor that will allow you to create a custom financial retirement plan for the rest of your life around four key areas: tax planning, estate planning, investing for greatest returns with the least amount of risk, and retirement income that will last the rest of your life...

STEP 4: And Because Execution Always Eats Information For Lunch:

While we would love to work with you, if you decide that it's not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

If you choose to implement and execute the plan yourself you are free to do so.

NO WORRIES. I promise we’ll still be friends. See, at this point in my life my joy is helping people live their best “second-half lives”. That goes way beyond simply recommending a financial product.

I want to offer you a more meaningful relationship. One where I'll have your back and be your coach to help guide you for the rest of your "second-half life".

Some may never get that, but if you do, you're probably our kind of client :) .

The reason I like this approach is it’s a very efficient and time-effective way to meet for everyone involved, and full transparency:

Because I strive to deliver massive value during these sessions, the vast majority of people that go through this process do become clients in some form or fashion– and that allows me to offer the meetings to all without charging additional financial planning fees.


That may change in the future, but for now at this time in our culture and history, I want to offer this 
process to as many as possible because it truly is a win-win approach.

Start Living Your Best “Second-Half Life”!

Once you get this simple financial foundation in place you are free to live the rest of your life to the fullest.

Whatever that means for you: More focus on hobbies, passions, growth, health, rediscovery, purpose, relationships…


Check the background of this investment professional on FINRA’s BrokerCheck.
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