Financial advice for your retirement
How much can I spend?
Understand how much you can safely spend without worrying about running out of money
Leverage tax strategies to lower taxes over the course of your retirement
Transitioning from saving to spending may require changing your portfolio to balance risk and growth
How do I minimize taxes?
How should I invest?
I help new retirees address their unique challenges, including ...
People I start working with typically....
Am I a good fit?
And are seeking an advisor who...
Doesn't require moving or giving up control of your investments
Charges a transparent, flat fee for services tailored to your needs
Promotes teaching clients to own their finances, even if it means they eventually no longer need a financial advisor
Are in their 50's or early 60's
Have recently retired or planning on retiring soon
Have been successful in saving for retirement, in many cases without the help of a financial advisor
Have concerns about how much they can spend in retirement and/or how to manage taxes
