As Seen In

As Seen In
As Seen In
As Seen In
As Seen In

Qualifications

Qualifications
Qualifications
Qualifications

I help you create a retirement income plan that ensures you get the most out of your retirement savings without having to worry about running out of money.

Discover the distribution strategy that works best for you. We will incorporate your investments, taxes, Social Security, and lifestyle into a custom-tailored plan.

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Latest Articles

Simple Retirement Calculator

Simple Retirement Calculator

This simple retirement calculator will help you quickly see if you are ready to retire. You can also use this retirement calculator to see how changes in your savings rate, retirement age, or investment return influence your ability to retire. Although this retirement calculator is simple to use, it is a good tool for seeing …

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403b calculator for retirement

403b Calculator

This 403b calculator can help you whether you need to know how much you should be contributing to your 403b or if you are nearing retirement and want help figuring out how much you can withdraw from your 403b plan. Either way, this 403b calculator makes it easy to do some simple estimations. If you …

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Pre-retirement checklist

Pre-Retirement Planning Checklist

Preparing for retirement? This simple two-page retirement checklist will help you make sure you don’t miss any of the major things to consider when retiring. How to Use the Retirement Checklist This checklist is meant to provide you with a broad overview of the issues you need to consider before you retire. The intent is …

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