Maximize Your Social Security & Minimize Your Tax Burden

Jeff’s primary focus is in creating a protected, confident, and tax-free retirement for his clients. He’s on a professional mission to help his clients remove the potential risks of Wall Street we’ve all been told that we must endure to have a successful retirement. He helps provide tax efficient strategies designed to keep your retirement out of the hands of the IRS during your retirement years.

As a Retirement Income Certified Professional, Jeff works with his clients to not only build their retirement nest egg, but to also create an optimal strategy to manage the often mismanaged distribution phase. The goal is to help maximize spendable income, through tax minimization and higher distribution rates, so that one’s assets provide for their desired lifestyle for their entire life without fear of running out of money. You may find that conventional financial guidance is geared almost exclusively towards the accumulation of assets, which is of course very important, but there’s very little emphasis on how to manage those resources in retirement such that taxes are minimized, people can be confident without worrying about each and every stock market gyration and live a fulfilling retirement without running out of money. Jeff helps his clients both accumulate their assets and then use it optimally when they need it.

Jeff holds a bachelor’s degree from Virginia Tech in Chemical Engineering and a master’s degree from The University of Virginia in Systems Engineering, where he concentrated in financial engineering. He is the proud father to two outstanding sons and is a very active member of Woodlake United Methodist Church.