Vice President And Co-Founder
CurrentI'm the co-founder and Vice President of Citizen Advisory Group and am committed to helping the greater Toledo area residents retire with confidence. I specialize in comprehensive retirement planning, providing financial guidance and services for those entering or living in their golden years. I help clients: preserve their assets for retirement; efficiently transition from the working years to the golden years; develop a reliable income plan; use Medicare benefits to afford short-term medical care; structure long-term care insurance to cover long-term medical care; and create an estate plan to protect assets and provide for heirs.To find out more about Citizen Advisory Group, please visit our website at: http://www.citizenadvisory.comInvestment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.
