As Director of Wealth Planning and Senior Wealth Advisor at Century Management, I have been serving clients in the financial services industry for over 38 years. My mission is to help individuals and families achieve their financial goals through strategic problem-solving and comprehensive planning. I specialize in assisting retirees and those seeking guidance in areas such as Retirement Planning, Tax-Efficient Income & Cash Flow Optimization, Investment Management, Social Security Optimization Analysis, Medicare counseling, Life Transition Planning, and Risk Management. My clients can trust that I have the experience and knowledge to guide them through market fluctuations and unexpected lif