1055 North 115th Street,
BUILDING BETTER RETIREMENT
one client at a time
MEDICARE & SOCIAL SECURITY
planning for your needs
FOCUSING ON WHAT MATTERS
for your future
Every action we take is based on our data-driven, 3-step process.
Data-driven analysis is the foundation for everything we do.
Individualized strategies ensure that your goals are always a priority.
Our comprehensive financial management means we're ready to address your every need.
After helping people retire well for over 20 years, Jeff is in touch with the matters that most concern you and your friends. He works to equip individuals to allocate and multiply resources while balancing risks wisely.
Jeff specializes in preparing his clients for life after retirement and addresses concerns such as protecting and managing retirement assets, the risk factors involved in today’s market, healthcare needs and creating personalized strategies for estate maximization.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
President and CEO
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.