Retirement Planning Made Clear
Retirement Income Planning
Create a reliable income strategy designed to help your money last throughout retirement.
Investment Management
Build and manage an investment portfolio aligned with your retirement goals, income needs, and comfort with risk.
Social Security & Medicare
Make informed decisions about Social Security and Medicare as you prepare for and move through retirement.
A Personal Approach to Retirement Planning
At Fresh Air Financial, I help individuals and families navigate the decisions that come with preparing for and living in retirement.
My goal is to make the complex easier to understand, so you can make informed decisions and move forward with greater clarity.
My process is called the O2 Equation—a straightforward approach inspired by my love of the outdoors and the belief that good preparation makes the journey easier.
Each step is designed to help bring the pieces of your financial life together and create a clearer path toward the retirement you envision.
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.