SERVICES
Retirement planning consulting services
Independent expertise for people who are planning for retirement or already retired.
I can help you address the following and other retirement focused questions
- Am I financially ready to retire?
- When should I start collecting Social Security benefits?
- What is an appropriate amount of investment risk in my situation?
- How can I prepare for Long Term Care expenses?
- Should I consider Roth conversions or other tax saving strategies?
- Should I consider purchasing an annuity? If so which type?
- How do I choose between a pension lump sum or annuity payout option?
- Can I start gifting funds to my heirs?
- Do I still need life insurance?
- Should I consider a reverse mortgage?
- How might I plan for bequests?
CONTACT
Get in touch
To request the free retirement planning primer or a free initial consultation, fill out the form below and I will get back to you shortly.