Your 2025 Investment Plan

You know it's time to start saving and investing for retirement. But, where do you start? And what do you need to do so that you can retire comfortably as early as possible? Unless you do something different, you’re going to end up in 2025 exactly where you’re headed—again.

What is Plan Your Kaiser Retirement?

From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, because I know this world well—my wife’s been part of it for over 20 years.