Life is full of transitions

When you're going through a significant life change, having an advisor who is familiar with the challenges that accompany transition is invaluable.  As a Certified Financial Planner™, I specialize in transition planning.  I help people manage the financial transitions that often accompany life changes, with an emphasis on Retirememt Distribution and Income Planning.  This often involves the maximization of Social Security, Medicare and Long Term health planning as well.

 

 

Click here to contact us for The Retirement Distribution Booklet

Click here to contact us for The Baby Boomers Guide To Social Security

Speaking Engagements Click on the topics below for location and time:

Maximize Benefits-Association of Safety Engineers

Maximizing Social Security Benefits-Institute of Industrial Engineers

Maximizing Social Security Benefits-Irvington Library

Maximizing your Social Security Benefits-Yorktown Senior Law Day

How to Maximize your Social Security Benefits -Phelps Memorial Hospital

How to Maximize your Social Security Benefits -Cultural Arts Center Syosset NY

Maximizing Social Security-Somers Library 

How to Maximize your Social Security Benefits-Croton Library

Senior Law Day-White Plains County Center