Jeff’s primary focus is in creating a secure, stress-free, and tax-free retirement for his clients. He’s on a professional mission to help as many individuals as possible remove the needless risks of Wall Street we’ve all been told that we must endure to have a successful retirement and to keep the sticky and greedy fingers of the IRS off of his clients’ hard earned money, both while you’re working and - even more importantly - during your retirement years.
As a Retirement Income Certified Professional, Jeff works with his clients to not only build their retirement nest egg, but to also create an optimal strategy to manage the often-mismanaged distribution phase. The goal is to maximize spendable income, through tax minimization, so that one’s assets provide for their desired lifestyle for their entire life without fear of running out of money. Conventional financial advice is geared almost exclusively towards the accumulation of assets, which is of course very important, but there’s very little emphasis on how to manage those resources in retirement such that taxes are minimized, people can sleep well at night without worrying about each and every stock market gyration, and live a fulfilling retirement without running out of money. Jeff helps his clients both accumulate their wealth and then use it optimally when they need it.
Jeff holds a bachelor’s degree from Virginia Tech in chemical engineering and a master’s degree from The University of Virginia in Systems Engineering, where he concentrated in financial engineering. He is the proud father to two outstanding sons and is a very active member of Woodlake United Methodist Church.
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