Jeff has spent nearly two decades helping pre-retirees and early retirees move from "I think we're fine" to a written plan they can actually follow. His work centers on the single most consequential window in a successful saver's life — the years immediately before and after retirement — where the wrong sequence, the wrong tax treatment, or the wrong "safe" assumption can cost decades of work.

He works as an independent fiduciary, not a product salesperson. The first conversation is educational, not transactional. You leave with a clearer picture of where your plan is strong, where it's exposed, and what a documented next step would look like — whether or not you decide to work with him afterward.