My Philosophy In the 13 years that I have worked helping those at or near retirement, I have found that most retirees face three main risks when making that all-important decision of whether or not to retire. These include:
My business partner, Michael Frandsen and I work to address those three risks for you personally and reveal the tactics you need in order to overcome them. Your retirement decision is so important because you only retire once. We have helped countless people retire and stay retired with our combined 34 years of experience. Let us show you how we have helped people prepare to: Live Long, Live Well, and Live Secure Who I Work With Generally, the people I help are those who are in the retirement red-zone, which are ages 55 – 75. These people are faced with the very important decisions of when to retire, whether they should be retiring, and the crucial decision of how much should be withdrawn annually from their nest egg. Where I Work My main office location is in Utah County, however, I work in Carbon/Emery Counties, and Grand/San Juan Counties, and parts of Wyoming.
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