Gary is a Texas native and is a well-known Financial Planner and since 1994 has conducted numerous educational and light-hearted seminars for fraternal organizations, senior groups, church groups and public workshops in the Kingwood/Houston area.
He specializes in income planning for his retirement clients using The Bucket Plan©, which plans for the three big risks in retirement: Timing Risk, Inflation Risk and Longevity Risk. Gary has also had the benefit of being trained by the nationally known Ed Slott, CPA in retirement distribution planning with a high concentration on tax-efficiency and distribution strategies.
Gary conducts Savvy Social Security Planning for Boomers workshops which teach strategies for the best time to take your Social Security check. He was trained in these techniques and strategies by Social Security expert Elaine Floyd, CFP®. He also conducts classes specifically designed for women, Savvy Women Invest On Purpose®. This engaging seminar helps women reveal strengths to accomplish more with their money. In addition, he conducts Retirement Planning Today® classes at Lone Star College Kingwood. These comprehensive six-hour classes are designed for pre-retirees and retired persons. The course outline includes Retirement Needs & Expenses; Retirement roadblocks & Mistakes; Retirement Plan Distributions; Investments; Risk Management & Asset Protection and Estate Planning.
As a professional in retirement income planning strategies and financial services, Gary provides a comprehensive financial analysis and customized financial/retirement plans, designed to the specific needs of each individual on a case by case basis. He has made a strong commitment to provide each one of his clients with personal attention and the respect they deserve.
Long-time Kingwood resident since 1991, Gary and Linda have been married for over 30 years. Linda spends her time gardening, reading and keeping the office organized and giving computer technical guidance to the firm. They are the proud parents of one cat, two extremely spoiled puppies, and six children spread out from Canada to New York City.