Be Prepared to Retire
Have questions about investments, state pension, social security income or retirement planning? I can help.
Personalized Retirement Analysis
Ensure you understand all of your retirement income sources, from state pension and social security benefits, to supplemental accounts such as 403(b), IRA and 401(k) plans. Review your optimal retirement age and options available that can help reach your goals.
Answers to Key Planning Questions
1. What is the most optimal age to retire?
2. How much money will I have at retirement?
3. How much money will I need throughout retirement?
4. What is my retirement income deficit?
5. How do I reduce my deficit?