Direct

Reach me here.


I answer my own email and my own phone. If I miss you, leave a message and I will call back.

  • Email
  • Phone
    Call or text. Texting is usually faster.
  • States I am licensed in
    California, Florida, Hawaii, Maryland, Missouri, North Carolina, New Jersey, New York, Washington, Wyoming
    Outside these ten states I cannot advise you, but reach out anyway and I will point you somewhere useful.
Better First Step

Start with the questionnaire.

It takes about two minutes and covers the things I would ask you on a first call anyway: where you are in retirement, what you have saved, and what you are trying to solve.

If it looks like I can help, you will land straight on my calendar. If I am not the right fit, you will find that out in two minutes instead of after a forty-five minute call.

Either way, nothing is sold to you and nothing happens automatically.

See If We Are A Fit
Apply Now