​Services​
I can help you address the following and other retirement focused questions 

1. Am I financially ready to retire? 

2. When should I start Social Security?

3. What is an appropriate amount of investment risk in my situation? 

4. How do I prepare for Long Term Care expenses?

5. Should I consider Roth conversions or other tax saving strategies?

6. Should I consider purchasing an annuity?

7. How do I choose between a pension lump sum or annuity payout option?

8. Can I start gifting funds to my heirs?

9. Do I still need life insurance?

10. Should I consider a reverse mortgage?