How can I help?
Retirement isn't a thing you do; it's a thing you FEEL. Unfortunately, if that were the actual definition of retirement, most people would never consider themselves as such. It can be scary, uncertain, and downright nerve-wracking. You've worked your entire life to be here. Now what?
That's where I come in.
My Story
I grew up in Perry. I'm the son of blue-collar parents who sacrificed a LOT in order for me to be the first person in my family to attend college. In 2012, I found my calling in Atlanta and it was to help financial advisors across the country find the best solutions for their clients that were approaching retirement. Everything from income and estate planning to addressing future Long-Term Care risks. In 2024, I moved my family back to Perry. After seeing both my mom and my friends' parents try and navigate retirement, I realized there was a massive void in Central Georgia where middle class folks can go and get the financial advice they need to ENJOY retirement , rather than just get through it. So in April of 2025, Crossroads Financial was born.
This page is here for you to learn about me, what I actually do to help clients, and whether or not I'm the right person to help you mitigate your risk as you prepare for and enter into retirement.
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Questions about your retirement income, long-term care planning, or the legacy you want to leave? Maybe you have an old annuity, life insurance, or long-term care policy that needs a free review. Schedule your FREE consultation now.
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