Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)

Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial advisor located at Goldenwest Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?

Over the last 23 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help pursue three key financial goals: 1) wealth accumulation during your working years, 2) independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, I may be able to help you:

·         * Retire more comfortably

·         * Protect your assets and your financial future

·         * Fund your children's or grandchildren's education

I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Personal . . .

·        The best thing JC ever did was marry his beautiful and smarter-than-him wife, Celeste.  They are going on 28 years married and have 4 children and a son in law who fits right in.  They are not so patiently waiting for grandchildren.  JC has a pretty good sense of humor and some of his favorite hobbies are golf, fireworks and fishing.  He is very excited to be able to serve the community of St. George, Utah.

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