All of us must make critical, and in many cases, irreversible financial decisions throughout our lives. Many of the decisions you are implementing right now will affect your lifestyle both today and in the future. You will have access to my over 30 years of experience with this top wealth management firm to help you cut through the overwhelming amount of retirement and investment decisions that confront you. I will show you the strategies that I have seen work best in "the real world," using an approach I've designed specifically for people leading extremely busy lives. Areas of focus: I will guide you through Critical Wealth Decisions in 3 key areas: "Countdown to Retirement Decisions Investment Management Decisions Wealth Preservation Decisions 