Our Story-Why The Estate Planners Group?

I began the company with the thought that if retirees and pre-retirees were going to be successful in retirement they needed an advocate, someone that was completely unbiased, someone they could trust. Having worked at Prudential in the late 90’s I found that often times larger financial institutions were more interested in pushing their own products rather then objectively helping investors. Investors needed an “unbiased independent approach”. I believe we offer that. Over the last two decades I have added skilled and experienced staff to our team. As you will see in our bio’s we have formal academic financial training and decades of world experience.

While no company can be perfect in all they do…Over the last two decades we are happy to call clients our friends. We believe it is only in the context of a trusted relationship that a basis for success can be achieved.


Education to take charge & plan for your retirement.

There are no “one size fits all” solutions. There are steps to take before and after retirement that will help you enter and exit your retirement years with confidence and dignity. Retirement Smart is a class where we will discuss the myriad of investment products available including “what to avoid” and “what to look for” when investing. You will receive practical education and real life insights to equip you in planning for and living out a more secure and fulfilling retirement future. The Retirement Smart Course is for adults who are serious about taking charge of their retirement.