I began working in estate planning in an administrative role in 1974 and in a management position in 1988, received Certified Financial Planner designation in 1994, and Co-Founded Hughes Warren, Inc. in 2007. By opening our own independent firm, we are able to provide un-biased personal, financial planning and investment advice to individuals who are saving for retirement or have already retired. We are a fee-only firm, sell no products but are focused on offering clients a comprehensive planning process. We believe that superior investment management requires detailed attention, along with fundamental, research-based approach to manager selection.
- Retirement Planning