My mission with Money Evolution is to provide financial education to help you create a more confident financial future. Please send me some feedback in the comments below. Let me know what topics or questions you would like to see me answer on the blog.

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What Every Investor Should Know About Planning And Saving For Retirement

I wanted to take a moment and take just a little bit about what we’re doing here and what my goal is with this whole blog and the concept behind it.

As many of you know, I’ve been working as a financial advisor for about 22 years, helping people plan, save and invest for their retirement and a lot of their financial goals. And so Money Evolution was something I came up with as a concept about six months ago, and the idea behind it primarily was to be the financial education division of our company.

If you’ve been following us here on Facebook or on our YouTube channel, you know that a lot of the videos that we do are intended to be primarily educational in nature and hopefully you’re finding some good value in those videos and hopefully you’re enjoying the content that we’re putting out there. And, by the way, if you haven’t already, be sure to subscribe to our channels. Subscribe to our YouTube channel, and subscribe to our Facebook page.

What I want to hear from you today is maybe get a little bit of feedback. Tell me, how are you liking some of the things that we’re doing? If there are topics you like more than others, we’d definitely like to know that. Or if there are topics that you would like to see me address that we haven’t maybe covered in any of our videos, I’d like to get a little bit of feedback on that. So, shoot me an email, send me a line, and I will respond to you. I’ll read every single email that you send me personally, but I want to generally know if we’re going in the right direction.

What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

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