Specialties
Financial and Retirement Income Planning. We help clients with Social Security Maximization. Ask us for a free computerized risk analysis of your 401k or other retirement plan. Let me share what my clients say they like most about working with me...it is my focus on safety. They appreciate that I teach them about risk and how to reduce or eliminate types of risk from their retirement plans. What is important to me is to give my clients peace-of-mind. I am able to do this in a couple of ways: As an independent fiduciary adviser I am free to protect my client. I have a personal commitment and a legal duty to make sure our clients come first. Additionally, all of our joint decisions have to pass a 3 part test: 1) Safety First-Protection of Principal 2) Reasonable Rate of Return 3) Keep it Simple Investment Advisory Services offered through Brookstone Capital Management, LLC.(BCM), a Registered Investment Advisor. We Protect Retirement, LLC and BCM are independent of each other.