ABOUT ME

Don’t Just Exist. Live.

Working Hard For

Something We Love 

Is Called Passion

-Simon Senik

My passion is helping successful, open minded, hardworking people turn their financial dreams into reality. To put people in a better position by simply sharing information that will help them to better understand the implications of their financial decisions.  Information that is not readily available or often shared.

I am on a mission to share with

people the information that they need to hear that will help them to create the retirement they’ve always dreamed of instead of the one they simply can afford.

This passion is fueled by my own family’s financial struggles growing up after my father died of cancer when I was 18. It is because of that experience I want to prepare every family by making available the truth about how wealth works.

This passion led to the creation of “The Retirement Cash Flow Roadmap”. A three step process that is the 

culmination of almost 30 years of work in the financial industry designed to help promote financial freedom.

I am proud to be a be a member of the following:

  • Alumnus of The Citadel
  • Lifetime Member of The Citadel Alumni Association
  • The Citadel Brigadier Foundation
  • Stray Dog Society
  • Historic Rotary Club of Charleston
  • The Harbour Club West edge

I can often times be found hanging out with my wife at Loggerheads on Folly Beach, spending time with my kids or trying to learn how to captain that darn sailboat I bought.

Dog or Cat?

Dog. But, my wife is the cat person. So, I have 3 cats and 1 big dog.

Looking For Me?

After a Citadel Bulldog victory? Lewis Barbecue. MEAT. By the pound!

Your Hero?

My Dad. He showed the ultimate meaning of fight before losing to cancer.

Best Steak Dinner

The Harbour Club at WestEdge. 16 oz. Prime Ribeye. Medium Rare. Delicious!!

Next Vacation

Charter a catamaran for the family to sail the BVI for a week.

Will Not Hear You If:

it is Saturday and I am watching a football game…….. Other than that, I’m all ears. 

Best Date Night

The Windjammer listening to live old school rock and roll.

Favorite Speech

Vince Lombardi’s motivational speech titled, “What It Takes To Be #1”.

The Higher Retirement Cash Flow Road Map