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Financial Planning for Retirement

As you plan for financial independence in retirement, take a moment to visualize your retirement ...are you traveling, visiting family, volunteering?

From where is your retirement money coming?

Are you working a second career in retirement?

<br /><br /><strong>Financial Independence in retirement will take planning.</strong>



Financial Independence in retirement will take planning.

You will need to consider taxes.

We are living a lot longer and this cost could be considerable - not only for the longevity but the possible health care costs.

Also, you will need to anticipate the impact of inflation on your dollars.


My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Things for you to think about:

  • Are you on track for financial independence?
  • Who are you currently working with to help you? 
  • Are you ready for the cost of retirement?
  • Should you rollover your 401(k) to a self-directed IRA?
  • Should your plan include LONG-TERM CARE solutions?
  • Do I have enough protection for my family if something were to happen to me?



The amount of information about financial services and products can be overwhelming, but planning for your financial independence does not have to be confusing.

Put me on your calendar to review your current situation, and let's create a plan of action.

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