
What I often see is not a lack of effort, but a lack of alignment.
Many entrepreneurs, mid-career professionals, and pre-retirees have worked hard to build a strong financial life. But as retirement gets closer, investments, taxes, insurance, estate planning, and income decisions are often handled separately. Over time, that can create unnecessary risk.
My role is to help bring those pieces together into a clear, coordinated strategy. The goal is to protect what matters, reduce avoidable mistakes, and adapt as life, markets, and tax rules change.
I hold the RICP® and FSCP® designations and an MA in Applied Economics. As a former economics professor and business owner, I tend to look at planning through a broader lens, including risks that are often overlooked.
I do my best work with people who value clarity, coordination, and long-term thinking.
If that sounds like the kind of conversation you have been looking for, you are welcome to schedule a time to connect:
www.calendly.com/bhurst
RICP® - Retirement Income Certified Professional
FSCP® - Financial Services Certified Professional
M.A. Applied Economics - Training in practical, problem-solving techniques appropriate for careers in teaching, private business, the public sector, banking, and consulting, as well as the rigorous preparation necessary for doctoral programs.