We unlock the vision. Together, we craft the plan. And together, we execute. You can enjoy the financial independence you've been working towards your whole life.
You've been saving for many years, and now it's time to put the pieces together into a comprehensive plan. Don't worry, as a CERTIFIED FINANCIAL PLANNER™ professional, I've guided many individuals and families through this process.
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An optimized plan around social security can provide a difference of tens of thousands of dollars! We remain very well versed in all the planning options, including implications from the Windfall Elimination Provision and Government Pension Offset. You don't have to make filing decisions on your own!
Healthcare planning is definitely a major retirement consideration. You'll need to make timely and informed decisions around Medicare, as well as make sure that any decisions you make around Long Term Care are long-term affordable. Let us help you put these final pieces together!
Is an annuity the only way to deal with stock market volatility in retirement? Are there ways that we can avoid complicated products and still manage our risk? Yes we can!