Be Prepared to Retire
Have questions about investments, state pension, social security income or retirement planning? I can help.
Personalized Retirement Analysis
Answers to Key Planning Questions
Answers to Key Planning Questions
Ensure you understand all of your retirement income sources, from state pension and social security benefits, to supplemental accounts such as 403(b), IRA and 401(k) plans. Review your optimal retirement age and options available that can help reach your goals.
Answers to Key Planning Questions
Answers to Key Planning Questions
Answers to Key Planning Questions
1. What is the most optimal age to retire?
2. How much money will I have at retirement?
3. How much money will I need throughout retirement?
4. What is my retirement income deficit?
5. How do I reduce my deficit?
Passionate About Planning
I am a mom, wife and retirement planner committed to helping people prepare for their future by increasing knowledge and implementing calculated planning strategies. I provide individual consultations, group education and good old-fashioned conversation to help educate those who want to increase their financial literacy. I pride myself on my integrity, professionalism and dedication. I have a true passion for providing assistance that creates a positive impact in the lives of the clients I serve.