Mission

My Mission with Asset Guidance Group, LLC, (“AGG”) is to optimize Retirement Income for as many people as practical. I learned early in my career the philosophy that, “If you help as many other people get what they want, you can get what you want.”

So, at my firm, we have the client—and only the client—in mind. I’m a fiduciary. I’ve been a fiduciary for over 26 years. Putting the client first is not an experiment for me–it’s been a professional mandate since 1992!

AGG’s mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt, to saving for college, to retirement, to managing and planning for the potential high costs of long-term care, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and optimize the outcome of your pursuit.

I’ve never been a one-trick-pony. I’ve always thought “outside the box.” I’m not afraid to challenge conventional wisdom in AGG’s approach to investing and preserving wealth. All of AGG’s energy, commitment, and efforts are focused on you, the client, and your satisfaction.