Welcome, and thanks for stopping by!

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As a CFP since 1988, and after retiring for 6 years, I now concentrate on providing funding and caregiving solutions for company employees as well as individuals to manage the risk for those who may experience a long-term care event at some point. (Visit either of the three LTC tabs) 

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I also specialize in providing assistance to retirees to either increase their income to pay expenses, or to enjoy retirement more. One area to possibly consider that is often overlooked is to sell an existing life insurance policy that is no longer needed, or that paying the premium has become an issue. (Visit the Life Settlement tab)

 

After a career that spanned over 35 years as a CFP® in the Atlanta, Ga area, my wife Trish and I decided to move to Crossville, TN., after spending 6 years in retirement in the mountains of western NC.

 

While we both enjoyed our retirement years in NC, we also had a desire to be more active and productive in our remaining years. Therefore, about 4 years ago we decided to do just that by moving to Tennessee.

 

Recently, after chatting with many of my peers, I felt I could make a difference by opening a new firm that specialized in helping group employees and individuals manage the risk of experiencing a major long-term care event that could potentially last for many years.

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My priorities in life are my faith, my family, and being of service to others as it relates to their personal finances in retirement. Personally, I enjoy playing tournament singles in pickleball, as well as performing as a vocalist the wonderful standards from "The Great American Songbook and music from the 50's 60's and 70's.

 

While I enjoy singing to residents in independent and assisted living senior living facilities, my true passion is having the privilege and joy to sing about Jesus for my solo concert where I sing some of the gospel songs recorded by Elvis Presley. This is a 75 minute concert that is very uplifting with some wonderful inspirational songs as well. Please contact me should you feel your own church might consider booking this concert. Thank you.

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