About Me
With 20+ years of real business expertise, I conduct a complete health & financial inventory on your behalf — matching you with the exact carrier and product designed for your specific situation. My goal is not a transaction. It is the right solution, approved, protected, and built to last
Areas of Service:
- Alabama
- Arizona
- Colorado
- Connecticut
- Idaho
- Illinois
- Indiana
- Florida
- Kansas
- Kentucky
- Louisiana
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Nevada
- New Hampshire
- New Jersey
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Texas
- Utah
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
About Retirement Consultant
The Retirement Consultant listed on this site is an Independently Licensed Financial Professional who operates an independent financial service business. A client may find this independence a desirable advantage. Tax-Smart Retirement holds no liability for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. For more information, please refer to the terms of use.