When I was 22 years old, I was studying Psychology at the University of Georgia with a dream to be a psychologist when my father passed away at just 49 years of age from lung cancer. Our family was devastated and I felt helpless as I watched my mother, who had been married to my father since she was 18, struggle with financial decisions. I put my plans for graduate school on hold to return home and help her piece her life together.
The experience was frightening, because we didn’t know who we could trust. We received advice and offers from financial professionals who seemed like they may have something to gain. We learned firsthand that when people are going through financial transitions, there are opportunists looking to take advantage of them at their most vulnerable.
Finding My Purpose
Through that experience, I found a silver lining when I realized that I could make a profound difference in someone’s life by helping them navigate important financial decisions. I returned to school and added a second major in finance.
After graduation, my interest in psychology, coupled with my fascination with financial matters, led me to a career I truly love. Now over 15 years later, I have never stopped learning and growing in my career. I am thrilled and grateful that I get to do such important work that I enjoy.
I never forgot my experience with my mother following my father’s death. I founded my firm in 2002 with the goal of offering unbiased and independent financial advice to my clients. Because my firm is independent, we offer solutions to our clients from a wide array of available options and always put their best interests first.
The best part of my job is learning what makes each client’s life meaningful and what lights them up. Working together, we create concrete strategies to pursue the dreams that are most important to them. I love seeing a couple who dreams of traveling the world set off on their trip or a child who dreams of attending his favorite university leave home for college. Watching my clients’ successes makes my labor of love worthwhile.
How I May Be Able to Help
While I love my job, it’s not always easy. I wish I could help everyone, but I’ve learned that my unique talent is in helping those approaching retirement prepare a comprehensive plan for a successful Retirement. This includes creating a strategy to save enough money, pay less in taxes, adjust for inflation, protect the people and things that they care about the most, and create their unique vision for a RichLife Retirement.
If you or someone you know is approaching retirement and isn’t sure if they are prepared, I welcome the opportunity to see if I may be able to help. Please join the RichLife Retirement Resource Newsletter to create your happiest, healthiest, wealthiest, most purpose-filled retirement possible. If you have questions, feel free to email or call me to learn more.
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