Jack has over 4 decades of extensive and successful business experience. Some of his accomplishments were: managing large business operations within global corporations; founding and managing his own international business consulting organization; being on a number of boards and having executive appointments as officers in a number of large associations; and many executive and director level positions within companies and corporations.
In the past few years Jack has been struck with the inefficient personal planning that many individuals employ with their personal funds and long term planning. He had to look at his own situation and recognized that he gave more effort to managing company investments than he spent on his own. This was very evident when he looked at options for his own Social Security filing, healthcare, and investment portfolio planning. He is committing to the education and planning for others to ensure they understand the many options they might consider at all stages of their life but particularly as they approach retirement where many decisions need to be made and each with complex considerations. His commitment is to ensure that his clients make the best individual decisions for themselves and their families and that starts with their education about options that fit their specific situations.
