Retirement Planning

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) with extensive experience since 2018, I specialize in assisting retirees with comprehensive retirement planning and optimizing their financial strategies for a secure and fulfilling retirement. With ongoing financial planning, we look for opportunities and provide actionable advice to enhance your retirement in the following areas:

Income Planning

Income and portfolio withdrawal strategies to help sustain your lifestyle in retirement and reduce the probability of outliving your savings.

Tax Planning

Assessing your tax picture in retirement and finding opportunity areas and actionable items to reduce your overall taxes throughout retirement.

Investment Management

Having an investment plan tailored to retirement that balances growth for longevity purposes, and preservation for current income purposes.

Insurance Planning

Helping you plan for the “what-ifs” that retirement presents. We’ll assess your insurance needs around health care costs, life insurance, and long-term care, and help you get the appropriate coverage.

Social Security Planning

Analyzing your Social Security and helping you determine the optimal claiming strategy for you to maximize your benefits.

Estate Planning

Understand and assess how your assets will pass, and the taxes involved in passing on your estate. We’ll guide you in implementing action items aimed to reduce probate, protect assets, and establish directives.

Financial Planning with eMoney

eMoney logo on a dark blue background
A financial dashboard displaying four graphs: Lifetime Portfolio Value with a bar chart, Asset Spread with an area chart, Balance Sheet Overview with net worth data, and Income with a line and bar chart. Uses EMoney financial planning software.
Financial overview chart showing assumptions and funding for college costs, with bar graphs depicting cost, funding used, and cash flow used. Financial planning using EMoney software.
Financial report showing a net worth summary, including assets, liabilities, and total worth. Below is a pie chart detailing assets by type, including categories such as cash alternatives, taxable investments, life insurance, qualified retirement, Roth IRAs, business interests, real estate, and personal property
Monte Carlo summary visualization showing an 85% probability of success with a donut chart, a bar graph of portfolio assets with categories Upside, Median, and Downside, and a table listing percentiles and asset values: $1,019,382 for Upside, $581,797 for Median, and $106,921 for Downside.

We utilize eMoney, an industry-leading financial planning software, to support our clients' retirement planning needs. The robust planning tools and analytical capabilities offered by eMoney allow us to address a wide range of scenarios, no matter how complex. By leveraging this advanced software, we create personalized, comprehensive retirement plans designed to give you confidence in your financial future.

Get a head start with your own personal eMoney profile. Click the button to the right to receive our Financial Planning Questionnaire. Simply type “Financial Planning Questionnaire” in the message box and submit.