Retirement Planning

Retirement

I have assisted numerous individuals in getting to retirement and through retirement.

Saving Strategy
The information includes guidance on the appropriate amount to save and options for where to save, such as a SEP, 401(k), Simple IRA, 457 deferred compensation, Roth IRA, or Traditional IRA.

Pension or Lump Sum
Guidance on whether to receive a one-time lump sum payment or option for regular lifetime income payments, which will provide you with financial security for the long term.

Social Security
Direction on when to collect, helping you seek to maximize your lifetime benefit.

Health Care
Medicare, Medicare advantage, supplemental plans and Long term care.

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Frequently Asked Questions About Retirement Planning

I believe retirement isn’t just a date on a calendar—it’s a personal milestone. My approach is deeply collaborative. I start by listening to your specific vision of retirement, whether that means traveling the world, starting a new business, or spending more time with family. Once I understand your “definition” of a successful retirement, I build a customized financial roadmap designed to bridge the gap between where you are today and where you want to be.

Most people come to me with four primary concerns. I use advanced modeling to provide clear, data-driven guidance on the following:

  • Timeline: “Am I currently on track to retire by my target date?”
  • Feasibility: “Do I have enough saved to retire right now if I choose to?”
  • Strategy: “Exactly how much should I be saving each month to maintain my current lifestyle later?”
  • Tax Planning: “Which accounts should I prioritize—Pre-tax (Traditional) for the immediate tax break, or Roth for tax-free income in the future?”

Pro Tip: Determining whether to use a Pre-tax or Roth account depends heavily on your current tax bracket versus what we expect it to be in retirement. I help you run the numbers to choose suitable options for your specific situation.