Jackson Hewitt Tax Service

Smart Tuition is the pioneer in tuition management - as the developer of the tuition collection product used to bill, pay, collect, and distribute more than 600,000 K-12 students’ tuition payments on a monthly basis...

Our main business is working with baby boomers near or in retirement. We often find that there ARE problems with their plans, which can crop up, like cholesterol in the arteries. The damage has gone unnoticed for years, and it could be too late. So our job is to help Boomers through the maze before them – coordinating the myriad of things such as: Transitioning to their retirement lifestyle; Figuring out the best claiming strategy possible to maximize their social security benefits Examining if they have enough money to retire and what to do if they don't Liquidating retirement and brokerage accounts to create and sustain an income stream (a paycheck) for the rest of their lives. And, much more.

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.