The Prudent Investor Coach, LLC  is a company committed to helping you  pursue your long-term financial goals. We are financial coaches who specialize in retirement planning, employee benefits,  and estate conservation for individuals and companies. As financial coaches, we offer a unique coaching program that will enable you to better understand the use of your money. We can help you answer the questions you may have about your financial future, such as:

  • What is my true purpose of money ?
  • How much money will I need in order to retire?
  • How do I establish an investment philosophy ?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I maximize the return on my investments while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
  • What type of life insurance do I need ?


We offer a  unique financial coaching program designed to assist you in determining your true propose of money. The Prudent Investor Coach, LLC  is committed to serving you for the long term.