If You Are...
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  • ...Retired or planning on retiring in the next 5-10 years;


  • ...Successful in saving (normally my clients have saved $1M-$5M) by remaining financially conservative and living below your means; and


  • ...Working with a financial professional but willing to consider an "upgrade".

And You Feel...
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  • ...That it's time to get advice that is for your benefit only - without conflicts or pressure;


  • ...That your margin for error in making financial decisions continues to shrink; and


  • ...That someone who specializes in creating retirement income can give you more confidence, clarity, and less stress from financial worries.

And You Want...
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  • ...An organized and simplified financial life where it's clear how to create income for years to come;


  • ...To work with a Certified Financial Planner™ practitioner favoring concise action plans over thick documents collecting dust; and


  • ...A clear understanding of what you are paying and for what purpose. (hint: no talking baby commercials).

We Should Talk!
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  • Read the FAQ for answers to many of the questions you might have;


  • Learn more by reading about me and connecting through social media (links above, and read my Twitter feed below); and


  • See how, in a low-pressure way, I handle those that contact me to see if III Financial should be on their side!

Getting Your Financial House in Order

Welcome! I founded III Financial to serve people who have done a good job of saving but now want more financial certainty for retirement. My clients want to know where their income should come from, know how much income they can take, and most importantly, know they are taking precautions to avoid running out of money. My Lifetime Income Program is designed specifically to help them do that for significantly less (50%+) than what some other firms charge (find out how), and I'm paid to be on their side. It's about getting your entire financial house in order, and keeping it that way forever.

Right now, you have no idea if I can help you out. That's why I encourage you to read about the challenges my clients typically face. Learn more about what exactly you can expect from a relationship with III Financial. Read about me and my firm and see if you might like me on your side.

My hope is that you are then intrigued enough to contact me, so I've outlined what you can expect when we connect.

Let's figure out if I can help you Prioritize, Plan, and Persevere financially. I have helped others, and I might be able to help you as well!