Our Story
Let’s Optimize Your
Plan For Retirement
For years the “buy and hold” (buy and hope!) method of retirement planning has been the rule of thumb for many pre-retirees.
Today’s volatile up and down cycles make “buy and hold” a thing of the past. Let's discuss the new best practices.
I majored in Finance at James Madison University and started my career in 1999 at Morgan Stanley in DC as a stock broker. I have experience working with Citi-Group as well as Mass Mutual as a sales manager. In 2004, I completed my executive certificate in financial planning from Georgetown University and then started my own company, Uturn Equity.
Uturn Equity's mission is to help people build, protect and manage their wealth in safe and tax efficient manner.
We specialize in tax efficient retirement income strategies.
Now Is The Time
Develop retirement plans that help maximize Social Security, manage and protect cash flow, and increase tax free income.
Every family should be well-informed about retirement options.