Bio

ERWIN H. (SKIP) SORENSEN
Accredited Investment Fiduciary®
Certified Retirement Counselor®

Skip started Income for Life Advisors to help those investors whose retirement income plans have been adversely affected by the serious market volatility of the last decade. Skip offers clients a unique combination of insight and technical expertise from his 30 plus years in the investment business. From both working with individual investors and training and consulting with hundreds of financial advisors, Skip has learned the perils and pitfalls that investors have to navigate. As well, his prior experience as a behavioral scientist has provided him familiarity with behavioral finance and neuroeconomics. Understanding this research may help clients avoid the most common mistakes that investors make.

Skip’s goal is to help clients devise strategies for the management and distribution of financial assets in balance with their retirement and other life goals. It is critically important to develop strategies that are designed to provide for the sustainability of these assets over the lifetime of the clients. Using state of the art planning software that includes rigorous stress tests, Skip develops and evaluates numerous strategies to try to achieve the highest probability of success.

Specialized Training:
Besides completing a graduate program in experimental psychology, Skip has completed numerous financial training programs including courses at the Center for Fiduciary Studies at the University of Pittsburgh and the International Foundation for Retirement Education at Texas Tech University. He was also fortunate to participate in the Complex Systems Summer School sponsored by the Santa Fe Institute and the Los Alamos National Laboratory.

Personal Info:
Skip, his wife and their children make their home in suburban Minneapolis. Skip is a graduate of the University of Notre Dame. He enjoys spending time with his family, as well as golf, skiing, biking, swimming and reading.

Look for Skip’s book, Rescuing Your Retirement – Investment Illusions Meet Reality, available February 2010.