I am the Executive Chairman of Diversified, where our mission is to uncover and achieve your life’s goals, so that we can bring true happiness to as many people as possible. I believe in building a firm that can satisfy all our client’s needs under one roof. I’m a CFP and a
The Most Overlooked Expense In Retirement
Your expenses in retirement evolve and change from your working life - and not accounting for this is usually the most overlooked part of retirement.
What Is Passive Investing And How It Can Help You Build Wealth
Ready to grow your money without the stress of constant trading? Discover what passive investing is and how an index-based strategy can build long-term wealth.
How Much Cash Should You Hold In Retirement?
Understanding how much cash to hold during your retirement can be a delicate balance.
Why Retirement Planning Doesn’t End When You Retire
Retirement often feels like you've met a goal, but your planning shouldn't end there.
How To Create A Retirement Income Plan That Actually Works
Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.
