Broker Check
Wisconsin Branch
700 N. 3rd St.
Suite #LL-3
La Crosse, WI 54601
Texas Branch
1619 Common St.
Suite #501
New Braunfels, TX 78130

The Innovative Retirement Difference

Why Innovative Retirement and what makes you different?

Innovative Retirement is unique in the fact that it is focused entirely on retirement planning. My expertise is in counseling clients on saving for, and living in, retirement. I believe that this is best accomplished through a written financial plan accompanied with the ongoing advice from a financial coach, like myself.

I believe that all successful investing is goal-focused and planning-driven, rather than market- focused and performance-driven. Our planning process is both unique and countercultural. I use a simple, common-sense approach to financial planning that I will discuss more with you during our first meeting.

I am an independent fee based financial advisor. What this means is that I am primarily compensated by charging a fee for my advice, as opposed to most other advisors who are commission-based and make their money by selling you a product. The issue with this approach, is that buying a new product may not be what you really need. Being independent means that I am not affiliated with any one company, and I don’t have sales quotas or propriety products to deal with. I am free to focus on you and what your financial situation truly needs.

Please click the link below to schedule a no cost, no obligation meeting with me to discuss your financial situation.