General Info

Hi I'm Jeff After helping people retire well for over 20 years, Jeff is in touch with the matters that most concern you and your friends. He works to equip individuals to allocate and multiply resources while balancing risks wisely. Jeff specializes in preparing his clients for life after retirement and addresses concerns such as protecting and managing retirement assets, the risk factors involved in todayâ??s market, healthcare needs and creating personalized strategies for estate maximization.