Nathan is the author of “The 7 New Rules of Retirement” and creator of the Safe Harbor Financial plan. As a CERTIFIED FINANCIAL PLANNER (TM) he helps clients by answering questions about the transition into retirement and by testing their financial strategies using custom built financial plans. He is instrumental in analyzing and recommending Retirement Income strategies, Portfolio management and Social Security Analysis.
Nathan lives in Maryland with his son Adrian and his girlfriend Amanda. He is an avid student of the markets and digital marketing.