Will I have enough money
when I retire?

For many people, retirement is a time of leisure. For others, it is the time to start their next career. Whatever your choice is, life in retirement will be different than the life that came before it. As in all successful ventures, the foundation of a good retirement is planning.

I’ll work with you to create a diverse portfolio that will make the best use of your funds for both current living expenses and when you retire. I’ll help you address questions such as:

• How much money will I need in retirement?
• When should I begin taking Social Security?
• Which Medicare option is right for me?
• What would the financial impact be if I have an extended illness?
• Is there a way to keep taxes from eroding my income?

There are many elements that are important in a retirement portfolio, so let’s talk about these and other options:

• Individual and Employer Retirement Plans, such as IRAs, 401(k) and pension plans
• Stocks, Bonds, Mutual Funds, Exchange Traded Funds, Brokered CDs
• Savings Accounts
• Life Insurance
• Extended Care Insurance
• Annuities
• Maximizing Social Security
• Planning for Medicare
• Inheritance/Estate Planning
• Business Succession Planning