For Pre-Retirees
Your 401(k), SEP, (all other account types) may be one of your most significant sources of income retirement — if not the largest. To be certain your retirement savings, risk tolerance are aligned with your current age and retirement goals – you will need a financial plan that is specific to your situation.
Together, we will review your retirement savings and I will make recommendations for strategic trades that align with your retirement goals and long-term financial plan.
Close to Retiring or Newly Retired
You may feel concerned or overwhelmed when considering how factors like inflation, social security, Medicare, and taxes are going to affect your retirement income as well as what downside protection is in your current portfolio.
Together, we will create a retirement plan based on what you want to spend, addresses risks and inflation, and help to maximize social security benefits to stay within tax brackets that can help minimize your penalty.
Post-Retirement Review
If you are working with a financial advisor or self-managing your money, I will be happy to review your current plan. Often times, people are on the right track when working with financial advisor that focuses on planning or if they have personal experience in finance.
Together, we will review your current plan and if I can make recommendations, I will be happy to.
