Retirement marketing demands expertise.

When it comes to Retirement, you want your marketing informed by someone who is not only a marketing expert - but a retirement subject matter expert as well.

I’ve been a Retirement specialist for 20+ years. When you hire me, you can be confident what you produce is effective, current, accurate, and actionable.

Your Retirement clients want partners who know Retirement.

The Retirement market is unique in ways many non-specialists don’t realize or understand. Beyond Investments - your clients look to their partners for expertise and help in:

  • Plan design

  • Governance

  • Regulations

  • Investment vehicles

  • Plan administration

  • Recordkeeping

  • Fiduciary responsibilities

  • Sponsor and participant education

  • Accumulation / decumulation

  • Retirement income

… and managing and growing their practice. Effective retirement marketing addresses these needs.

I speak the language of Retirement.

For more than 20 years I have been helping asset managers, broker dealers, and RIAs with product development, product management, and marketing.

I read the legislation and regulations and parse their meaning with ERISA attorneys. I have written countless retirement articles and papers, developed numerous retirement-related value-add programs, and was on the speaking circuit with several of them. I am also a member of an employer-sponsored retirement plan committee.

Retirement clients want partners who know Retirement.

Let me help you be that partner.