Money Pro Helping Boomers and Seniors throughout Essex County of Massachusetts

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Helping Baby Boomers, Their Families and Businesses with Life's Financial Challenges
 

My goal is to help you prepare and understand your plan and coach you to use it to achieve a timely and comfortable retirement.

 
I provide the Road Map to Motivated Clients for:
 
  • Achieving Financial Security Now and Into Retirement
  • Building a Successful Business
  • Protecting Wealth for Your Family's Future

I am a CHARTERED RETIREMENT PLANNING COUNSELOR ™, a  CERTIFIED FINANCIAL PLANNER ™ Professional and a baby boomer who uses the planning techniques I write about frequently.

For more than 18 years I have been involved in helping individuals and organizations tackle complex financial issues.  For the last ten years I have been highly focused on all aspects of retirement and investment planning.

Having the experience of creating my own plan from scratch reinforced my conviction that a simple retirement plan is achievable even in the rapidly changing and challenging world we live in today.