Retirement planning specialist for people within ten years of retirement.
I started Factor Financial because I wanted to build the kind of firm I would choose myself: independent, personal, and built around your full financial life. So I created a planning experience specifically for the retirement years.
Today I work with a select number of households who value long-term relationships and genuine advice, helping people in and near retirement put the decisions that matter into plain English.
My role is to keep the full plan connected: retirement income, investments, taxes, healthcare, insurance, and the decisions that shape the life ahead.
Away from work, you’ll find me boxing, traveling, lifting weights, reading, or being overly competitive at a game of pickleball.
Let’s have a quick chat about your retirement plan.
A relaxed, no-pressure conversation to see where you stand and whether working together makes sense.
