Financial planner for The Villages, Florida for over 30 years. We have clients in The Villages, Florida and throughout the United States. I operate as a Fiduciary, meaning I prioritize your best interests above all else. As a CFP ® professional, I adhere to rigorous education, training and ethical requirements. Are you confident in your retirement plan? A brief 20-minute consultation with me could be invaluable, whether you're seeking reassurance or need guidance to avoid potential pitfalls.