Wayne works with and advises clients as they develop and implement their own personal retirement plans, with the goal of allowing them to enjoy their retirement years and most importantly stay retired. He understands the unique economic and market challenges facing the “Boomers” as they prepare to retire. He works closely with his clients to develop a comprehensive retirement plan as the near reti
rement. This may include an income plan to supplement Social Security income or preserving and growing retirement assets with strategic downside risk management. Wayne fully understands that his clients have worked 30-40 years to accumulate what they have for retirement and takes his role as their financial advisor seriously. He makes prudent recommendations and designs plans to coordinate with each individuals specific goals and risk score utilizing Riskalyze. With extraordinary volatility in the financial markets since 2000, most folks aren't comfortable managing their own assets and Wayne understands that his clients need guidance and advise in terms and verbiage they can understand. In addition, he helps his clients coordinate tax efficient distributions as they navigate the challenges of the healthcare market whether it be Obamacare or Medicare.He also serves as the Long Term Care and Medicare planning consultant within the firm. Wayne is a Registered Representative and Investment Advisor Representative of USA Financial Securities. "My goal is to help my clients retire when they would like on their own terms at the lifestyle they are accustomed to and enjoy life after retirement not having to worry about the financial part of it"
