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Financial Planning Services
Social Security
Optimization
98% of people do not get all they can out of their Social Security benefits. I provide detailed analysis of how to optimize benefits using all the rules to your unique situation. This can be hundreds of thousands of dollars difference over your lifetime.
Long-term
Care Planning
It is estimated that 90% of Long Term Care is provided by family and friends. While this is admirable, it is not practical. In addition to the toll, it takes on the family the cost is also a big concern. I help people plan for and implement Long Term Care plans. Knowing the different options and how to structure them is critical to your retirement plan.
Retirement
Tax Planning
Taxes are the most overlooked part of retirement and the easiest to control. We help clients understand where they are financially and how to get to where they want to be in retirement. From Social Security to Income Taxes, we give you a breakdown of your retirement readiness so we can create the most effective strategies.
I don’t Manage Money, I answer your questions.
Don’t miss the 9 to Know Program, a quick and easy way to see how long your retirement assets will last.
I help people reduce taxes, reduce their risk, and increase their income.
Retirement is more than managing a portfolio of assets. I focus on optimizing what you can control. Taxes, risks, and income are the three major areas that understanding how to manage them can make a significant impact on your retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner I act as a fiduciary to work in your best interest. I provide expertise in these areas and education and analysis to show the impact that proper planning can make in each of these areas you can control. If I can show you how to reduce taxes, risk and increase your income then it makes sense for us to work together.
Future