My BusinessMy focus in the firm is on Retirement Income Planning So that my clients are Confident and comfortable with their Financial Life as they take on "What's next" in their Life.
Ideal ReferralMy ideal referrals are Baby Boomers, employees or entrepreneurs that have saved for retirement but are seeking clarity about their financial future.
Top ProductThe Kipp Financial Group Financial Freedom Experience planning process.
Top Problem SolvedI do three things for my clients, 1. Grow their savings and investments so that their Nest Egg will provide enough income for them to be comfortable during retirement, 2. Protect that Nest Egg from volatility, 3. Make sure that the income from their Nest Egg lasts as long as they do.
My Favorite BNI StoryI have a client who became a window in the last few years. She relocated to the area and through the referrals from BNI was able to buy a House, insure it, find a new accountant, a new Dentist, and I became her financial advisor. We are all members of the Professional Partners chapter.
My Ideal Referral PartnerAre Business Owners and Professionals whose clients are Baby Boomers and their families that have $250,000 up to $5,000,000 in savings and investments.