Boats at a marina.


With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable.  We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we will discuss what you need and what you want your money to do for you over the long term.  If you have to make tradeoffs, we help you there too, showing you how small compromises might make a big impact over the long term.  We also talk about the things that concern you and offer strategies designed to help alleviate those concerns.  As your lifestyle changes, we will update your plan to help you stay on track.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavors through estate and legacy planning strategies.  Combining our experience with Stifel’s capabilities, you have a full range of resources at your disposal.



  • Retirement Income Planning Strategies
  • Social Security Optimization
  • Estate and Legacy Planning Strategies
  • Wealth Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Insurance