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Meeting Your Needs: Planning Retirement

Retirement is what you work toward your whole life. You want to be able to enjoy this time, knowing that you are well-prepared. As you work toward your retirement, I will be there to make recommendations and support your goals so you are ready when the time comes to wind down.

Questions I can help you answer:

  • What pension option should I choose?
  • Do we have enough money for retirement?
  • How do we best manage our Social Security benefits?
  • How do I take withdrawals from my retirement accounts?
  • Do I need Long Term Care Insurance?
  • What do I need to do to start preparing my estate?
  • How can I reduce the taxes that I owe?
  • How can I prepare my family to receive their inheritance?
  • Do I need to continue my life insurance policy?
  • If I die before my spouse, will he/she be covered financially?