My clients see me as their coach. They recognize that in order to excel at anything, you need the instruction and direction of a professional.

For many people, the closer they get to retirement the more they fear the future. It doesn’t have to be that way. Those that have planned and executed well throughout their earning years are likely to enjoy their retirement. For others, this can be one of the more challenging transitions of their life.

No matter what their age or earning ability, the role I play in the lives of my clients is to understand their vision and to work within their set of circumstances to create the best possible financial outcome.

I am told that one of my greatest qualities is active listening. A successful retirement planner can ascertain the information necessary to create a game plan and then align the resources available to them to gain the desired outcome for their client.

Of course, I don’t do this alone. At Next Generation Retirement Solutions, we have an extensive team of subject matter experts that focus on taxes, legal, business planning, and more. Consultation with this extensive team drives the planning process.

If you find yourself in your 50s or 60s and have concerns about your retirement, I invite a connection. I am happy to review your situation and give you my honest and straight-forward feedback. Following this initial engagement and only if it makes sense for you, I’ll develop a plan that I feel is the best way to help you realize your vision for the future.

I work with many State and Federal Government employees. Retirement planning for this group can be even more complex due to the nature of their retirement plans. For government employees, it is important that you are working with an expert in your space.

A bit about me outside the office. I’ve been married to the love of my life for 31 years. Our two sons are recent graduates from the Univ. of Houston. I love to cook and travel…and the Dallas Cowboys.