I am focused on helping individuals work through crucial retirement decisions, such as:


  • Deciding what age to work until

  • Choosing from your social security options

  • Understanding IRA rollover investment options

  • Timing of your retirement distributions

  • Tax efficient distribution strategies 

  • Making your money last through retirement

  • Guaranteed income streams in retirement

  • Planning for Medicare, Medicaid, and Long term care needs

  • Guidance on enrolling into a Medicare health and drug plan based on your individual healthcare needs