As a life coach and financial advisor, Len takes a holistic approach to retirement planning for residents of Sussex County by combining his expertise as a Certified Life Coach and Certified Financial Planner™ practitioner. As a Retiree Advisor, Len recognizes that planning for and enjoying this stage of life requires awareness of:
- Who an individual is and wants to become in their continuing life journey
- The unique aspects of financial planning that during retirement include much more than owning a “diversified portfolio for the long-run.”
As the founder of the Delaware Retiree Connection, Len recognizes the importance of engaging retirees in the broad community they live in, and has created resources for residents of Coastal Delaware to know more about the area and how to access the services and abundant resources available while connecting with others who share their passions in life. As the founder of Dedicated Financial Services, Len has counseled literally thousands of individuals and couples in the areas of managing investments, generating lifetime income, reducing risk related to unfortunate life events, protecting assets from long-term care, qualifying for government benefits, structuring estates for seamless distribution to heirs, and reducing or even eliminating income taxes.