We understand the unique needs and challenges investors face who are retired or nearing retirement.

It's important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to help minimize taxes and maximize income potential.

Through retirement planning, we can help you prioritize your goals and develop a strategy that seeks to protect and grow and retirement assets.  Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you to:

• Meet retirement income needs, desires and expenses
• Maintain lifestyle choices and priorities
• Ensure that long-term goals and aspirations are funded for healthcare, estate planning, charitable giving, travel and other objectives

I can assist you with these as well as other retirement plans and strategies:

• Retirement Income Planning
• 401(k), 403(b), 457, IRA Rollovers
• Traditional and Roth IRAs
• SEP IRAs, SIMPLE IRAs, Single Ks
• Fixed and Variable Annuities
• Lump Sum Pension Rollovers
• Pension Income Decisions
• Pre-Retirement Savings Planning
• Social Security Planning

If you have any questions about how prepared you are or how long your income may last in retirement, I will be happy to meet with you to discuss your concerns and your objectives.  There's nothing more rewarding than the confidence that comes with knowing that you're on the right path to pursuing your important financial goals. 

Contact me to schedule a no-obligation consultation.