Will You Have ENOUGH?


The problem with the word “enough” when it comes to financial planning is that it's different for everyone; you might already have enough to finance your dream retirement while your friend might need to keep working for a few more years.


As a financial advisor who has worked in the industry for over 35 years, I know how important it is to not only create a plan that gets you to retirement, but to also develop strategies surrounding retirement income that might lessen your tax burden. Together we'll discuss:

  • Where you are now with your investments.

  • What insurance options might benefit you now and in the future.

  • How different types of investments might make a significant difference in retirement.

  • Financial planning that keeps up with inflation.

  • What your “enough” number might be.

  • How and when to access your retirement income.

Without the benefit of a solid plan, the investments you've accumulated don't really mean much. Together we'll look at where you are now and create a step-by-step strategy to help you get where you want to go.