Our Story

I got started in the financial services industry in 1976. Most of my career was spent recruiting, training and managing financial advisors. In 2003 I retired and became the Business Manager at our church. As part of my role there, I put together and taught a class called Managing Money God’s Way. The goal of the class was to educate our congregation and surrounding community members on the importance of preparing for retirement.

All too often we hear stories of loved ones not saving enough during those accumulation years, or taking Social Security too early, not budgeting properly for the early years of retirement and so on. It broke my heart when people close to, or in retirement, came through my class ill-prepared for that phase of life. As the class became more popular, I kept experiencing this overwhelming feeling of wanting to do more, help more people. So, in 2007 I decided to form my own firm, Bethel Retirement Planning, to help families plan for their retirement years.