Where you want to be

As a Financial Advisor for over 20 years and a CFP for 13 years, I have helped numerous clients retire. From a clients’ perspective it can be an anxious couple of months. After working your whole life how do adjust to life without a paycheck?

We will take the guesswork out of it for you. We will use a Social Security analyzer to determine the optimal time for you to collect social security. We will do a similar process for your pension. Between your retirement accounts and personal savings, we will collaborate with your accountant to make sure you are taking your retirement income in a tax efficient way. If you have stock through a company plan again, we will look to withdraw it in the most efficient way possible.