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Create a Lifetime Stream of Income You Can't Outlive

Whether you are currently saving for retirement or retiring soon, I can help.  My focus is helping my clients create a lifetime stream of income they can't outlive without risking their money in the stock market, while still having the potential for attractive rates of returns.  My goal is to lead my clients towards financial independence.

I will review your retirement goals to determine if you're on track for your desired retirement lifestyle.  Based on your goals and what you have done so far to prepare for retirement, you may consider:
  • Reducing your standard of living in retirement.
  • Saving more and spending less now.
  • Working longer or working part-time into retirement.
  • Amending your investment strategies to potentially increase your rate of return.
  • Using a combination of the above to achieve the desired outcome.
Let me help you you get on track in planning for retirement:

Here is where I as a Financial Professional can help:
  •  Develop an income plan that can help you create action steps and monitor your progress.
  •  Be realistic when estimating retirement expense assumptions.
  •  Include additional retirement savings for emergencies and unplanned events.
  •  Increase your estimate of annual expenses by 5% to 10% in case things don't go as planned.
  •  Make sure you have a long-term strategy that considers your risk tolerance as well as variations in return or interest growth.
  •  Make sure you have planned for survivors and long-term care expenses.
I work with several Insurance companies that have billions of dollars in assets, some of which have been in business over 100 years because I don't take your retirement lightly.  I want to make sure that my clients are in great hands.  Contact me for a complimentary consultation today!