· Your Retirement Concerns · Ways to Potentially Reduce Your Taxes · How to manage various retirement risks · Creating Retirement Income · Taking Care of Your Loved Ones
For over 12 years I have specialized in retirement planning to better assist my clients to retire with confidence and security. I have 4 financial accreditations; I believe my advice is grounded and vetted by the academic research.
My job is to give you answers to your financial questions, in plain language, so that you can make educated and informed decisions about your retirement. By working together, we seek to:
· Develop your unique retirement income plan · Build out your investment portfolio to increase the probability of plan success · Maximize your Social Security and Medicare benefits · Incorporate your multi-year retirement tax strategy · Decide on the best way to utilize your home equity · Develop your estate plan, including crafting the important documents you need now while still alive · Develop a 'Plan B' for long term care, cognitive decline, and unexpected spending shocks · Review your plan over time and make modest course corrections when needed
I invite you to explore this website and learn about our no-cost, no obligation process for showing you exactly how our team can help make your retirement a success.
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
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