Chief Compliance Officer

An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in response to an unfortunate loss of spouse. A couple critical questions should be asked (and no, not just by women): “What does retirement mean to me?” And, “how do I determine if I am getting the right advice (and complete advice)?” Many clients we meet who are preparing for life in retirement aspire to travel, volunteer, develop their hobbies, begin a new and exciting career, and more. Whatever your goal, a retirement income plan that's designed to support the retirement lifestyle you envision, and minimize the risk that you'll outlive your savings is critical.