You're Getting Ready For Retirement!

The transition from work to retirement is exciting, but it isn't always straightforward and can be challenging.

As a Certified Financial Planner TM, my practice specializes in making sure the transition from work to retirement happens smoothly and my clients are well positioned to meet their financial goals during the year and decades ahead.

My retirement planning work includes helping each client:

•  Choose a Social Security claiming strategy that optimizes benefits
•  Develop an income plan designed to deliver income for life
•  Manage retirement distributions to avoid unnecessary taxes, and
•  Anticipate healthcare costs and get the most from Medicare.

 

Click here to contact us for The Retirement Distribution Booklet

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