How much can I spend safely?
We help you determine when you can retire and how much can you spend without outliving assets.
You deserve to make a confident, secure transition from a life dependent on a paycheck to a life of financial freedom.
Peter and Laura
Ages: 60 & 58
Gary and Vivian
Ages: 58 & 50
Dennis and Ann
Ages: 66 & 62
As a dedicated saver, you deserve to spend your retirement doing what you’ve dreamed of.
Retirement requires making decisions that will impact my clients for the rest of their lives.
So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my comprehensive knowledge and experience in finance and tax planning to work on getting that for them.
It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent financial advice and my team acts 100% in our client’s best interests. Working with a fee-only financial planner means we don’t make commissions by selling financial products or charging hidden fees.
For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement.
There’s nothing worse than realizing after you retire that your financial plan was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned.