Welcome, and thanks for stopping by!

 

This is an educational website. I am well aware that it may be considered a bit wordy by some as compared to other sites created by experts, and for that I apologize. However, I created this site myself learning as I went along, so I know it could be improved. (Probably best viewed on a computer)

 

My intent was to give a retiree or pre-retiree enough information to determine if it would make sense to contact me for a discussion about areas of concern they may have.

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As a CFP since 1988, I concentrate on providing solutions for some key areas of concern related to maximizing the assets in an IRA. (Visit the IRA Optimization tab.)

 

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)

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We also provide several newer and unique options that will help prospective or active resident's of assisted living, memory care, and nursing homes pay for that care. (Please contact us for a discussion)

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If you are a grandparent who would like to leave a gift to your grandchildren that is both meaningful and memorable, but are concerned about their potential spending habits, please visit the Grandchildren 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 IRA maximization strategies and funding solutions for long-term care. We concentrate on educating our client’s on their specific concerns, and offer solutions as they may be appropriate.

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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 singles in both pickleball and tennis, as well as performing as a vocalist the wonderful standards from "The Great American Songbook, as well as 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. 

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As a Christian I have an obligation and commandment to introduce non-believers to Jesus, which can also involve providing education and information to skeptics, seekers, and those who may be just curious. If you fit this description and have an open-mind, or know someone who does, please contact me at openmindaboutJesus@gmail.com for a discussion.

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