- Are you getting close to retiring but not sure if you can?
- Are you worried that you may outlive your nest egg?
- What's your long-term care/skilled nursing plan?
- Social security strategy weighing on your mind?
How we will help:
- Our comprehensive financial planning service will provide you with a detailed
analysis of your finances and project what amount you can sustainably withdraw to meet your
- With our investment management, we'll build you a customized, diversified,
tax-efficient portfolio of funds with low expense ratios aimed at not outliving your investments
- For pre-retirees, we strive to significantly improve your retirement situation by looking at
where you save, not only in your employer plan, but also brokerage and Roth IRA accounts to
enable lower overall taxation.
If you believe that I can be the right Financial Planner for you, get in touch at (916) 333-5760 or firstname.lastname@example.org, or book your free 30-minute appointment here.