Retirement and Distribution Specialist
- A soon-to-be retiree looking for retirement income and distribution planning
- People looking forward to retirement and wanting more clarity with their retirement journey
- Someone wanting a personalized portfolio and proactive monitoring of their investments
- Individuals or couples needing a tax efficient distribution strategy
- Retirees looking to manage their Social Security and Medicare options
- Someone needing an analysis of their current estate plan and potential tax liabilities
- A family wanting a facilitated legacy session to educate the next generation
- A person suddenly faced with a life event such as divorce or death of a loved one
Financial Planning for Business Owners
- A business owner wanting to minimize their tax liability
- A company wanting to help their employees with their retirement plans
- Helping a business owner transition into retirement
- Business owner exit and succession planning
Contact us to start building a financial plan that fits your current life stage.
