"I wish I hadn't spent so much of my life worrying" is something Gerontologist Karl Pillemer heard repeatedly in his research at Cornell University.   As a lifelong learner I feel especially privileged that I can learn from elders who have more life experience than I do.  Karl’s excellent work distills this.  I am grateful to be of service to investment advisory clients in an attempt to create a “worry-free portfolio.”  While the future is uncertain, we can create a process with the intention of creating a worry-free state.  We feel that moving the needle in the direction of worry-free by making sure our clients are never sold unnecessary investment and insurance products and that they are taking the risk appropriate for their goals based on sound fundamental principles can be a life changer for them.  Feel free to give me a call at 335-9211 if you would like to learn more about this.

The Cornell Legacy Project draws on the life experience over one thousand Americans over 65 years old.  Based on this work, Karl has written two books:  30 Lessons for Living and 30 Lessons for Loving.