For more than 35 years, we at the MCMP Retirement Planning Group at Morgan Stanley have been helping corporate retirees plan for and transition into a long and successful retirement. Offering individually managed retirement portfolios that are customized to your specific needs, our primary goals are to help preserve your hard-earned wealth, help provide the income you need to live comfortably and striving to deliver a consistent rate of return with the least amount of risk. We want to ensure you are the best steward of the wealth you have worked hard to obtain. Serving our clients as both their Financial Advisor and Portfolio Manager, I offer timely, prudent and unbiased advice; a disciplined investment philosophy; and a fully transparent and competitive fee structure. Please contact me at 312-648-3593 for a complimentary retirement analysis. Areas of focus: Comprehensive retirement planning strategies including the rollover of lump-sum distributions, retirement income planning, portfolio management, tax planning strategies, estate planning strategies, and executive compensation planning. 