It taught me how quickly it can all disappear.
Dana Gibson · Certified Financial Fiduciary · 48+ years in Financial Services
In 1995, my life changed forever.
I was violently assaulted and left for dead in a shopping mall parking lot. I spent three days in a coma. When I woke up, I had nine broken bones, paralysis on my left side, and no idea whether I would ever fully recover.
While I was in the hospital, one business partner was killed by a drunk driver on his way to visit me.
Weeks later, I discovered my remaining partner had transferred $1.7 million from our business, leaving me financially devastated.
In a matter of weeks, I lost my health, my business, my financial security, and a close friend.
Rebuilding my life taught me something no financial textbook ever could.
Retirement isn't destroyed only by poor investments.
It can also be undone by taxes, market crashes, health events, poor planning, or simply life's unexpected turns.
That experience changed how I serve clients today.
I don't begin with products, investments, or Roth conversions.
I begin with a diagnosis.
Just as a physician looks beyond symptoms to identify the underlying condition, every retirement deserves a comprehensive diagnosis before any recommendation is made. That's why many people know me as The Roth Doctor™.
As a Retirement Diagnostician and Certified Financial Fiduciary, I help pre-retirees identify hidden risks involving:
"We don't want to pay the taxes on our Required Minimum Distributions. Is there a better way?"
One retired couple asked me that simple question — and it launched years of research that eventually shaped the Self-Completing Roth Conversion Strategy, an approach that has assisted many families in reducing lifetime retirement taxes.
To help families protect a lifetime of hard work from unnecessary taxes, avoidable financial mistakes, and life's unexpected events.
Because after everything I've lived through, I know one thing with certainty:
Most advisors are trained to grow money. I was forced to learn how quickly life can destroy it. Life trained me to protect it.
That's why every recommendation begins with a diagnosis… because every retirement deserves the right prescription.
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